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Job Post Details

Experienced Paraplanner - job post

Abacus Money Management Ltd
Tewkesbury
£35,000 - £50,000 a year - Full-time

Job details

Here’s how the job details align with your profile.

Pay

  • £35,000 - £50,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

Tewkesbury

Benefits
Pulled from the full job description

  • Company pension
  • Discounted or free food
  • Free parking
  • Life insurance
  • On-site parking
  • Private medical insurance

Full job description

About Us:

Abacus Money Management Ltd is a well-established and reputable Independent Financial Adviser firm based in Tewskesbury, dedicated to providing personalised financial advice to our clients. With a commitment to excellence and a client-centric approach, we pride ourselves on delivering comprehensive financial solutions tailored to meet the unique needs and goals of our clients.

Job Overview:

As a Paraplanner, you will play a vital role in supporting our financial advisers in providing comprehensive financial planning services to our clients. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans. We offer competitive compensation and benefits packages, as well as opportunities for professional growth and development. If you are detail-oriented, have a passion for financial services, and enjoy working in a collaborative environment, we would love to hear from you.

Key Responsibilities:

  • Conduct thorough research on investment / pension products, financial markets, and regulatory developments.
  • Analyse and evaluate client financial information to assist in the development of comprehensive financial plans.
  • Create cash flow models and projections to support financial planning
  • Assist Financial Advisers in preparing detailed reports summarising financial plans, investment performance, and recommendations.
  • Collaborate with the advisory team to ensure the accuracy and suitability of financial plans.
  • Prepare necessary paperwork for client meetings and presentation. Offers alternative planning considerations and challenges the advisers when necessary.
  • Ability to handle urgent client queries in the absence of the adviser.
  • Stay up to date with industry regulations and compliance requirements.
  • Ensure all financial plans and documentation adhere to regulatory standards.
  • Engage with clients to gather necessary information and clarify financial goals.
  • Communicate effectively with clients, providing support and addressing enquiries as needed.
  • Support the implementation of financial plans by coordinating with relevant departments.
  • Assist in the preparation of necessary documentation for client transactions.
  • Proactively seeks to improve processes.
  • Work collaboratively with the team to achieve common goals and deliver exceptional client service.
  • Being a mentor for aspiring and trainee paraplanners.
  • Checking the Paraplanner team’s annual suitability letters & recommendation reports.

Requirements:

  • Previous experience in a financial planning or wealth management firm
  • Knowledge & experience of wide range of financial services products
  • Confidence in determining the advice journey.
  • Strong analytical skills with attention to detail
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office Suite
  • Ability to prioritize tasks and manage time effectively.
  • Professional demeanour with a strong work ethic
  • Diploma Qualified

Job Type: Full-time

Pay: £35,000.00-£50,000.00 per year

Benefits:

  • Company pension
  • Discounted or free food
  • Free parking
  • Life insurance
  • On-site parking
  • Private medical insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Ability to Commute:

  • Tewkesbury (required)

Work Location: In person

Reference ID: Experienced Paraplanner

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