Magnet.me  -  The smart network where hbo and wo students find their internship and first job.

The smart network where hbo and wo students find their internship and first job.

This opportunity has expired. It is therefore no longer possible to like or apply.

See similar opportunities instead

Paraplanner

Posted 26 Mar 2024
Work experience
0 to 1 years
Full-time / part-time
Full-time
Job function
Degree level
Required language
English (Fluent)

Your career starts on Magnet.me

Create a profile and receive smart job recommendations based on your liked jobs.

We are looking for a Paraplanner to join our expanding financial services team. Working within a highly specialist team, this role will enable you to build on your financial planning experience within an ambitious and forward-thinking organisation.

Our Firm

Recognised as a 2019 Sunday Times 100 Best Company to work for, Bishop Fleming’s core values are built around providing our staff with a great environment to work in and giving our clients an outstanding level of service. With over 350 staff based across 7 offices, we are one of the UK’s fastest growing accountancy practices and are renowned for offering a rewarding yet supportive working environment.

The Role

Responsible for providing an exceptional paraplanning service to our consultants, your day to day responsibilities will include:

  • Creating suitability letters and technical reports for consultants, from a brief and/or client file information
  • Conducting research on the suitability of products and funds
  • Reviewing and commenting on the suitability of existing pension, investment and protection arrangements including SSAS/EPPHandling client correspondence of a technical nature on behalf of consultants (which may include provision of specific information to clients)
  • Ensuring that consultants are kept up to date/notified on any difficulties or non-standard matters as appropriate
  • Working closely with the sales support team to ensure timely and accurate implementation of business written
  • Acting as the technical interface between consultant, sales support team and client
  • Assisting the sales support team with day to day administration tasks

This is an outstanding career opportunity with the potential to progress within the firm.

What we are looking for

To be considered for the role, you will have:

  • Previous paraplanning experience gained from within a financial services environment
  • A Diploma in Financial Planning or be studying towards the qualification (or equivalent)
  • Excellent communication and interpersonal skills
  • Strong organisational skills with the ability to work well under pressure
  • A good working knowledge of Intelligent Office would be highly advantageous as would experience of major platform provider e-commerce sites and research tools such as Financial Express and Exchange

We are a responsible employer - committed to welcoming new people into an inclusive working environment, where everyone is given equal opportunity to reach their full potential. Our ‘One Firm’ approach aims to provide a culture where our people are valued and treated fairly with respect, but also one where our differences are understood and celebrated.

We hope that these objectives will attract you to our firm as an employer of choice.

Bishop Fleming is an accounting firm in the UK.

Accounting
Bath
300 employees