Paraplanner

Recruiter
Tilney
Location
Berkshire
Posted
11 Mar 2019
Closes
27 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Salary Details: £33,000 pa + Excellent Benefits

Paraplanner – Bracknell – Full Time – Permanent – £33,000 pa + Benefits
Do you have previous experience in a paraplanning role and are you dedicated to providing a consistently high level of service to your clients?
Do you possess a financial diploma or are you working towards the completion of this?
Would you like to fulfil a Paraplanner role for an award winning, financial planning and investment firm in Bracknell?
If so – this role has been made for you! Tilney are currently looking for a Paraplanner to join our dedicated and successful Client Delivery team in Bracknell. This is a fantastic opportunity if you are looking to further learn and develop your skills in a challenging and varied role. You are qualified with a financial diploma or undertaking final assessments and hold experience in a similar paraplanning role. You’re also a strong communicator, able to advise and provide a high level of service to our clients.
The Role -
As a Paraplanner at Tilney, you will primarily be responsible for preparing written advice and technical research services to our team of financial planners, ensuring this is always done to the highest level and in an efficient manner. You will be working in a collaborative environment, where everyone works together to achieve business targets. The team is structured into pods which include paraplanners, client services and financial planners.
Key Responsibilities:
* Develop and maintain effective relationships with client and colleagues * Prepare suitability reports * Ensure compliance and risk reviews and reports are carried out * Carry out technical research as part of the existing arrangement review process * Maintain core systems ensuring that tasks are completed in line with company policies and proceduresWhat you will need -
* Minimum of 2 years’ experience in a similar role * Financial Diploma or taking final examinations * Experience working with financial advisors * Strong reporting and analytical skills * Proficient IT skills in core Microsoft Systems * Organisational and prioritisation skillsWhat We Give You-
* 26 days holiday entitlement + bank holidays * Performance related bonus scheme * Group Life Assurance * Company Pension * Income Protection Insurance * Flexible benefits packageAbout Us -
Tilney is an award-winning financial planning and investment company that builds on heritage of more than 180 years. Our clients include private investors, charities and professional intermediaries who trust us with more than £24 billion of their assets. We offer a range of services including financial planning, investment management and advice through our Bestinvest service; a leading online platform for those who prefer to manage their own investments. Whichever service a client chooses we believe their personal wealth is our personal responsibility. Headquartered in Mayfair, London, Tilney Group employs over 1,000 staff across our network of 30 offices and we have nationwide Financial Planning and Investment Management teams. We pride ourselves on offering the very highest levels of professional client service across our entire range of solutions to help our clients achieve financial peace of mind.
Next Steps
If you like the sound of this Paraplanner opportunity and you have the necessary skills and attitude, please apply today by clicking apply and completing our application process through staff-finda!
Good luck and thank you for your interest in Tilney.
Package description
Paraplanner – Bracknell – Full Time – Permanent – £33,000 pa + Benefits

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