Paraplanner

Recruiter
Tilney Smith and Williamson
Location
Rugby, United Kingdom
Salary
Negotiable
Posted
12 May 2022
Closes
19 May 2022
Ref
14866653
Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Tilney Smith & Williamson is the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal - we treat you as an individual

Partnership - we go further together

Performance - we strive for more

What will you be doing?

We are seeking talented Paraplanning individuals for multiple roles in multiple locations across the UK. The roles will be 100% remote or hybrid working based on your location.

We're seeking experienced individuals to join our PP teams to prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.

As a Paraplanner, some of your responsibilities will be to:
  • Develop and maintain effective relationships with clients and colleagues.
  • Prepare suitability reports across a wide range of financial products.
  • Ensure all relevant compliance paperwork has been carried out.
  • Carry out technical research as part of the existing arrangement review process.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
  • Maintain awareness of, and act in accordance with, all Compliance and legislative obligations. Obtain data on in-house and third-party products in order to provide technical valuations as required.

To be successful in this role, you should have:
  • Experience in a similar Paraplanning role with a desire to further development and to undertake relevant examinations. (Preferred but flexible) Diploma in Financial Planning (DipPFS) or equivalent Level 4 industry qualification.
  • Client focus, good telephone manner.
  • Proficient IT skills in core Microsoft Office systems.
  • Organisation and prioritisation skills to meet deadlines.
  • Excellent inter-personal skills, both written and verbal.
  • Ability to work independently and in a team.

As a colleague here at Tilney, Smith & Williamson, you will have access to benefits that include:
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.

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