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Paraplanner

Location
Solihull, West Midlands
Remote Working
Remote Working
Salary
£40,000 to £50,000
Job Type
Permanent
Posted
8 Sep 2022

Would you like to work for a company that has a passion for helping people and cares about its clients and its team members in equal measure?

Are you looking to join a financial planning firm where you will be highly valued, and you can play an integral part in the client experience?

This is a fantastic opportunity to join a friendly, fun and team orientated company in a highly important role. We are looking for someone to head our paraplanning function and you will be able to use all of your paraplanning experience and push yourself even further. Your desire to be the best and work towards Chartered status, and our support and encouragement will be a forceful combination!

A quick look at our website will tell you all you need to know. Please read our excellent client reviews and watch our adviser video profiles which will give you a real feeling for who we are and what we stand for.

The role

Working closely with our MD, Steve Rowe, your role will be to provide efficient research, paraplanning and report writing support. You'll play a key part in the client relationship and you will be our senior, head of paraplanning.

  • Provide support to the MD and attend client meetings.
  • Produce accurate research and write exciting and easy to read financial planning reports that are tailored to the client.
  • Manage the client journey.
  • Have input into the financial planning process, challenge the adviser, and make suggestions.
  • Liaise with our client administrators and manage the workflow processes.
  • Play your part in the service and experience that we give our clients and be a key part of the client relationship.
  • Be our experienced, go to lead paraplanner.

Benefits

30 days holiday plus bank holidays, company pension, bonus scheme, income protection and medical insurance after probation, 35-hour week, office based with some occasional homeworking.

Essential skills

  • At least two + years financial planning industry experience.
  • Experienced paraplanner writing reports independently to excellent standards.
  • High level of knowledge in pensions and investments.
  • Level 4 Diploma.
  • Strong organisational and planning skills.
  • A keen eye for detail and a focus on getting it right.
  • A good team player who wants to play an active part in our company.
  • The desire to join in and be a part of us.

About us

Lucent Financial Planning is a caring, innovative, and dynamic Chartered Financial Planning company. We are focussed on our clients, and we are equally focussed on our employees. As an employer we are supportive and loyal, and we understand the importance of family. The commitment we give to our employees and vice versa is critical to our success and when we all work together and are successful, we share the rewards in bonuses, praise and recognition and career progression.

Please spend a few minutes on our website reading some of our client reviews, watching our adviser profiles, reading about our team members and looking at some of the events we put on for our clients. It will give you a real insight as to what it is like to work at Lucent and what we can do for you if you join us.

We are using recruitment specialists Recruitment Rebellion to assist us with this vacancy. Please do apply to us via the advert and not directly as your CV may be missed if you do. Please, no agencies.

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Details

  • Job Reference: 707320234-2
  • Date Posted: 8 September 2022
  • Recruiter: Lucent Financial Planning
    Lucent Financial Planning
  • Location: Solihull, West Midlands
  • Remote Working: Some remote working possible
  • Salary: £40,000 to £50,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent