Paraplanner

Recruiter
Grant Thornton
Location
Sheffield
Posted
12 Apr 2019
Closes
16 Jun 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Description Summary:

Come and think independently with an organisation that’s doing the same. We’re determined to help shape a Vibrant Economy in the UK and beyond. It’s why we empower our people to bring new ideas to the table and take the lead in driving them forward. It’s invigorating. It’s inspiring. It’s creating opportunities every day for our clients, our business, and everyone here. So bring your passion, ambitions and ideas, and together, let’s make change happen.

The time you spend outside of work helps shape what you can bring to our firm. We value the commitments you may have outside of work and will consider all flexible working applications.

Grant Thornton are looking for Paraplanners to join the profitable and rapidly growing Wealth Advisory Department. Working as part of this high-energy team of likeminded people. Our focus is building and protecting wealth, your focus will be supporting our highly talented advisers. Together you will provide an outstanding client service to our high net worth clients.

Job Description:

Grant Thornton are looking for Paraplanners to join the profitable and rapidly growing Wealth Advisory Department. Working as part of this high-energy team of likeminded people. Our focus is building and protecting wealth, your focus will be supporting our highly talented advisers. Together you will provide an outstanding client service to our high net worth clients.

What you’ll be doing:

  • You will talk to advisers to discuss scope of work
  • You will analyse client objectives and produce any relevant recommendations in the form of a report
  • You will collate and analyse information e.g. cost and charges ensuring transactions are followed through in line with SLAs and with a high attention to detail
  • You will coach and mentor colleagues
  • You will collaborate and assess work and delegate accordingly in line with the skill set/development needs of the team

What we are looking for:

  • You will be working towards your Financial Planning Diploma (minimum criteria)
  • You will have excellent oral and written communication skills.
  • You will have excellent attention to detail
  • You will have the ability to check colleagues’ work to ensure accuracy.
  • You will have the ability to provide honest and thought-provoking feedback to colleagues.
  • You will be a self-starter and able to manage own time effectively
  • You have will the ability to follow processes and procedures as laid down by the Firm.
  • You will need to be interested in Wealth Advisory and be willing to conduct own research, ensuring market knowledge is up to date.
  • You will be proactive with own development and ask for training where needed.
  • You will strive to pass on knowledge by coaching and mentoring, to help build a high performing team.
  • You will adhere to the Financial Conduct Authorities requirements of Treating Customers Fairly (TCF).

Education, Experience, Qualifications:

  • Financial Services experience
  • Paraplanner experience

    We’re looking for people who have a strong connection with and share our core beliefs:
  • Profit with a purpose that leads to a sustainable business
  • We create sustainable value for our clients
  • We are better together
  • Our CLEARR values underpin all we do
  • We never compromise on quality

Valuing you

Your personal development plan will help you grow your skills. And you’ll be able to shape your career within your team or by moving across our business or going on secondments in the UK and across our global network of member firms. You’ll also enjoy a competitive salary and a flexible benefits package designed to meet your individual needs.

Becoming a shared enterprise

Our unique culture is built around collaboration. Everybody here plays their part. Over the past few years we’ve been making big changes - moving towards becoming a shared enterprise. We share ideas. We share responsibility. We share the rewards. Put simply, we’re better together.

The time you spend outside of work helps shape what you can bring to our firm. We value the commitments you may have outside of work and will consider all flexible working applications.

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