Paraplanner

Vacancy Reference : 000624
Location : Bedford
Employment Type : Permanent – Full Time
Function : Paraplanning
Company : PS Aspire
Brief description
 
We’re looking for paraplanner to join our Bedford office. You’ll be supporting our rapidly growing financial advice business by supporting an experienced team of advisers. You’ll already have experience as a paraplanner and be people focussed, with an innovative and flexible approach to work. We can offer you a rewarding career that in an evolving and forward looking environment. 
 
About you:
 
Knowledge & experience
  • Proven experience gained within an IFA or equivalent environment focused on holistic financial planning for private clients encompassing pensions, investment and protection.
  • Evidence of previous paraplanning experience. 
  • Demonstrates aptitude to constructing client facing documents e.g. preparation of suitability reports and client letters.
  • High standard of competency and knowledge of:
    • CRM system and client reporting, previous experience of Intelliflo would be preferable (or a comparable package).
    • IT systems and software (Microsoft Word and Excel) including provider websites for processing.
 
Training, education & qualification
  • GCSE Mathematics and English grade B or above or equivalent qualification.
  • Ideally educated to A Level standard or equivalent qualification (or individuals deemed ‘qualified by experience’ would be considered). 
  • Achieved Diploma in Financial Planning (or equivalent).
 
Skills, abilities & personal qualities
  • Demonstrates strong people focussed customer service.
  • Confident communicator at all levels, with the ability to adapt approach depending on audience, and manage difficult discussions.
  • Well-developed written communication skills, able to construct logical, clear and concise documentation appropriate to given audience.
  • Understand current regulations and how they apply to our clients.
  • Ability to work under pressure and to deadlines.
  • Highly self-motivated, enthusiastic, flexible and proactive approach.
  • Ability to act professionally and with discretion.
  • Strong organisational, prioritisation and time management skills. 
  • Able to apply appropriate time matrix allocation to tasks to achieve commercial objectives. 
  • Shows persistence, flexibility, and innovation when faced with challenges or obstacles.
  • Strong analytical and problem solving skills, capable of anticipating, resolving and owning problems through to resolution.
  • A high degree of accuracy and attention to detail, both written and numerical, is required in order to perform the duties of this role
  • Focus on commerciality and time/cost whilst undertaking all chargeable activity.
  • Able to start to manage and influence expectations of others, both in positive and difficult situations.
  • Able to work well as part of a team, and individually.
 
About us:
 
Punter Southall Aspire is a major financial solutions business that blends a strong customer focused heritage with a modern and technology-led outlook. Uniting pensions consultancy, workplace and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs.