Job Title

We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner.Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level. You will be the gel between your FA's and their clients. Ensuring a high customer experience externally and provide research, planning and reports.Offering leading products across the UK this Paraplanner opportunities offers development, stability, responsibility and variety within a well renowned firm.What does our clients benefits scheme include?Up to a 20% annual bonus scheme (performance based)Professional investment plans for relevant courses, exams and industry training materials25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)Annual salary reviewsPrivate medical insurance and life cover availableRecruitment referrals bonusHybrid working offering 2 days from home post probationEarly finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthdayFree on-site parkingThis Paraplanner role will hold the below responsibilities:Work seamlessly with your allocated FA'sProduce Suitability LettersProduce CFRsProvide a point of contact for all queries pertinent to your role from the teamProvide technical support to the teamUse initiative to locate answers and helps others use their initiative to locate answersCommunicate with practice manager regarding any potential issuesManage and resolve technical queriesKeep up with all industry and internal changes that will affect your roleShow willingness to expand and increase knowledge of all areas of financial services specifically pensions, investments and tax and trustsPersonally manage workflowThe ideal candidate for this Paraplanner role will hold the below experience, skills and qualifications:Prior xjdpvnf Paraplanning experience is essential due to the nature of the roleQualified through DipPFS, CII, DipPP or Cert in ParaplanningExperience producing Suitability Letters, CFRs and completing product researchAbility to confidently manage internal and external relationshipsThe ability to balance conflicting demands in a calm and friendly mannerAbility to work autonomously, remotely and within a teamAnalytical with precise attention to detailAbility to accurately transpose informationExperience in maintaining systems, processes and proceduresUp to date knowledge of regulation, legislation and taxationFull UK Driving License and Own Vehicle