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Candidate 4318
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Paraplanner

Date Added: 14/04/2021

Executive Search Job

Introduction
A well-established, family run IFA business has asked us here at Juice HQ to recruit a remote Paraplanner to their expanding team on permanent basis.

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Sector: Personnel
Type: Executive Search
Location: Wakefield
Salary: £30-40k DOE

Key Responsibilities

Providing a back office, administrative service which will allow the team of financial advisors to carry out their day to day, client facing duties.

 

This is a core role within the business, and will play a key part in the businesses growth and succession plans.

 

Key Responsibilities

  • Research & prepare fully compliant reports for the Adviser's clients, supporting the recommendations made.
  • Conduct annual reviews in line with SLA's
  • Consider the various online facilities offered by product providers and select the ones that would most suitable.
  • If applicable, review file notes and issue clear instruction of requirements to admin
  • Update and maintain the work-flow and AO activities as and when required
  • Work alongside the advisors, on advice strategies
  • Developing excellent relationships with providers and arranging /attending meetings as and when necessary
  • Limited interaction with clients

Key Skills and Experience

  • Previous Paraplanning experience
  • Understand the financial products and services available to clients and the ability to assess suitability in line with clients goals
  • Strong pensions / investments / protection product and taxation knowledge
  • Diploma in Paraplanning (with aspirations to be Chartered) or Level 4 Diploma in Financial Advice
  • Apply the influence of taxation and other non-tax laws to the process of advising clients.
  • Strong organisational and communication skills
  • Superb IT Skills including MS Office
  • Minimum GCSE B grade in English and Maths

Personal Qualities

 

This is a real team player role which will be central to a team of 3 advisors requiring you to be organised, flexible and adaptable. Being reactive is a key skill as the work required will be ever changing and often, coming from all directions. Being pro-active is equally as important. Being the back office administrator to the advisors, they are wanting someone who can work with them and support them in the true sense, often knowing what is needed before being asked or told.

Someone who can remain calm when under pressure, present a consistent professional image of the business and have the customers best intentions at heart at all times is also imperative.

Closing Date

01/01/0001, 12:00

Apply...

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Testimonials

"I found juice personnel extremely friendly and professional and made my job search a much more relaxed experience. Regular feedback and contact made me feel that I was really been looked after, and would definitely recommend them to friends and would use them again for a new job search and for recruiting in my role. Plus the girls were lovely!!!! Emma "

Emma Antsey - Placed in a permanent position

""I found the Staff at juice personal especially Viki to be extremely personable and accommodating. I was kept up to date with the progress of my application and subsequent interview and received communication from Viki both before and after interview which I found to be helpful. I would highly recommend this company for anybody looking for new employment""

Jenna Hudson - Placed in a permanent position

"Juice Personnel, is an extremely friendly, down to earth recruitment agency, whom I have used twice in my young professional career. The first being back in 2010, when I had first graduated and a little lost in the world of employment. They secured me a great temporary job, in which I had requested and in turn, developed in to a full time position. Since then, after moving on, traveling the world, I again found myself in the position of looking for a career change. I instantly remembered the amazing service and supportive nature of Juice and called them to help me find my current position. I cannot thank them enough for their helpful, friendly and supportive role, which they took in finding my new career and could not recommend them enough to others! Thank you Bex and the rest of Juice for all your efforts!"

Hannah Raison - Permanent Candidate

"Juice Personnel is a professionally run and maintained agency with the great ability to balance work to its many members of staff, a very difficult task of late. I am often asked why I have been with Juice so long - 10 dedicated years. Having been to other agencies, they quite honestly just don't compare to Juice is my stock answer. I also tell them that after being with Juice for so many years my wages have never been late; this is very important as you know what you are going to get. So why change something that is right? Dedicated Juice Professional. 10 Years and counting. "

Ian Jenkins - Class 1 Driver

"Juice Personnel, is an extremely friendly, down to earth recruitment agency, whom I have used twice in my young professional career. The first being back in 2010, when I had first graduated and a little lost in the world of employment. They secured me a great temporary job, in which I had requested and in turn, developed in to a full time position. Since then, after moving on, traveling the world, I again found myself in the position of looking for a career change. I instantly remembered the amazing service and supportive nature of Juice and called them to help me find my current position. I cannot thank them enough for their helpful, friendly and supportive role, which they took in finding my new career and could not recommend them enough to others! Thank you Bex and the rest of Juice for all your efforts!"

Hannah Toon - Permanent Candidate

"I have been registered with Juice for over 1 year and find everyone that works for the company professional, very helpful, honest and reliable. They have always been quick to find me work at reputable companies where I have enjoyed working, I would recommend Juice to anyone looking for work time and time again."

Lauren Clark - Temp to Perm placement

"From day one Juice Personnel have been very professional, informative and truly outstanding when searching and placing me in employment. From the moment I first walked through the office doors to meet with one of their representatives I have been nothing but pleased and extremely satisfied with Juice. They have managed to source a position close to home with outstanding credentials which I am extremely grateful for. I have found that Juice are by far the best agency I have dealt with in West Yorkshire and I would highly recommend them to friends, family or any business associates that may need form of employment. Although I have not been with Juice long, I know that the relationship can only blossom and go from strength to strength."

Richard Allen- Long term temporary

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