Technical Financial Planner Support (Paraplanner)

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported.

Purpose of the role

To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team

Help maintain and develop a number of client services

Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary

Key responsibilities

Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary

Check more complex policy analysis and complete complex calculations for clients

Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate

Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval

Hold regular meetings with your peers to discuss cases and to highlight changes in legislation that we need to consider and ideas for enhancing the services we deliver.

Involvement with developing procedures for the team

Ensure internal systems and processes are followed consistently amongst team members

Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client

Highlight serious issues or system errors (provider systems or internal systems) to your line manager, dealing with day-to-day issues autonomously

Provide technical training as required and support individual learning and development

Maintain and update your personal development record

Undertake project activity to feedback recommended changes to promote best practise of key processes and procedures, including client facing documents

Personal Specification

Diploma qualified (essential)

Thorough knowledge of systems and processes

Experience of dealing with a number of high level technical queries

Providing accurate and timely information and administrative support

Development of others

Managing complex technical issues

Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers’ products

Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates

Platform functionality

Mandatory compliance training

Pass ‘lead support’ knowledge test

Attention to detail/accuracy

Computer literate and data management, including company specific software

Analytical, Decision making & problem solving

Ability to train others

Planning, time management and organisation skills

Report writing & presentation skills

Time management

Ability to build and maintain relationships

Ability to work pro-actively, on own initiative and as part of a team

Communication – written and verbal

Benefits

29 days holiday + office closed between Christmas and New Year + Birthday off

5% pension contribution

Flexible working

Hybrid working (two days from home)

Profit Share

Social events

Free parking

Free drinks/fruit

Cycle to work scheme

Length of service recognition

Discounted legal services

Life cover and income protection

Healthcare cash plan

Private health care scheme

Professional qualifications supported financially