$44,317 - $56,979 yearly
  • CV Library
  • GL52, Southam, Gloucestershire
  • Jun 21, 2024
Permanent Location: Hybrid

Job Description

We are working with a reputable and well-established Independ Financial Planning firm, and they are looking for an experienced Paraplanner to join the team. This is a hybrid role - 3 days in the office and 2 days from home. The role would be ideal for an experienced Level 4 Diploma Qualified Paraplanner looking to join a long-standing and stable team that offers excellent scope for development and long-term progression opportunities. Working as part of a busy team, the role will provide support for one Financial Planner and will ensure the smooth running of the team and provide a comprehensive service to their clients. Key duties and responsibilities will include; * Liaising with clients as required by the Financial Planner. * Assisting with enquiries in a timely manner and in adherence to our TCF requirements * Obtaining and analysing technical information from providers * Conducting technical research and interpreting the results * Creating accurate cash flow planning analysis in line with client objectives * Preparation of suitability reports ensuring a high level of accuracy and care, and a high degree of technical knowledge is necessary. * Processing new business and monitor through to completion. * Assist with administration for the team as needed. * Keeping up to date with all relevant product, legislative and technical changes For this role candidates will need to have proven Paraplanning experience and ideally hold full Level 4 Diploma in Regulated Financial Planning (although candidates with strong experience will also be considered if they are nearly qualified). Candidates will need to have excellent technical knowledge across a range of areas, be organized, work well under pressure, and have strong communication skills both verbally and written. In return candidates will be offered a comprehensive package including hybrid working, 26 days holiday plus stats, company bonus scheme (10%), enhanced pension contributions, well-being program, free parking, and further study support. This is a fantastic opportunity to join a well-established and reputable business and work as part of a dedicated and client-focused team, in which hard work and commitment is recognised. This is an Immediate need, so please apply online and a consultant from Cameron James will be in touch ASAP In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $44,317 to a maximum of $56,979. In British Pounds it has a minimum of £35,000 to a maximum of £45,000. In Australian Dollars it has a minimum of $66,513 to a maximum of $85,516.


Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

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Analysing and Reporting Performance

This module has been specifically designed to help finance team members identify the key metrics that are needed to manage performance across the business and turn these into a powerful set of KPIs that can be reported on dashboards scorecards and board reports.

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Personal Effectiveness

Recent studies show that finance team members with high levels of personal effectiveness earn significantly more than their less-effective counterparts and progress far quicker through their careers. This course teaches you to set priorities organize your time and resources and stay focused on achieving your goals to a high standard.

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Operational Driver

Modern-day CFOs are taking on ever-increasing operational responsibilities including Finance HR IT Legal Procurement Payroll and Facilities. This course teaches you how to lead these functions effectively and also proven methodologies to become a strong operational driver throughout the business.

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Catalyst for Change

You will learn how to deliver a finance transformation implement an ERP system and embed a new accounting system. This course also teaches you how to restructure your business operations overcome resistance to change and create a culture of innovation to drive business performance.

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Best Practice Financial Modelling

This course teaches you the fundamentals of good modelling practice including the spreadsheet life cycle the FAST Standard the Calculation Block Flags and Factors how to review models and SMART Guidelines for financial modelling.

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Soft Skills

Research shows that soft skills contribute towards 80% of your career success and this is arguably even more the case for finance leaders. This course teaches you how the best finance leaders communicate effectively with their team build bridges between each department and develop trusted relationships with key stakeholders.

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