The opportunity
As a Paraplanner, you will provide recommendations, financial analysis, technical and research support to the Financial Planners to deliver excellent client service and outcomes. You will act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally, if necessary, attending review meetings with Financial Planners.
You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion others. To be successful you will build deep and meaningful relationships with the clients and the team, always being mindful of the ways we can improve the client experience.
This role offers a great opportunity and scope to -
Location
This role will be based in our Nottingham office. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.
What you will be doing
As a Financial Planning Technician, you will complete all paraplanning tasks together with responsibility for -
About you
To thrive and be successful in the role you will be/need-
Financial Services experience - Possess sound understanding of financial advice, FCA principles and regulatory standards with experience using a range of provider products, services and capabilities.
Technical knowledge - Possess the Level 4 Diploma in Financial Planning.
Methodical and organised – An ability to work autonomously and manage your own workload
effectively to produce thorough work that meets the needs of our clients and colleagues.
Excellent writing skills – Skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise.
Exemplary communication and relationship building skills – A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes.
Passion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development.
Great tech skills - Proficiency in Microsoft Office (with advanced Word/Excel skills) and a good working knowledge of different provider platforms.
Benefits
We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
About Progeny
We create, enhance, and preserve wealth.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.