Financial Adviser jobs in Witney

Role: Paraplanner
Industry: Financial Services
Location: Swindon, with option to work from home
Income: £28,000 to £42,000
Job Types: Contracting - Self-employed role

Immediate start available

Svensoni Paraplanning is a well-established outsourced paraplanning firm, that has been running since 2013 and is currently looking to expand the team.

Our offices are based in Swindon, Wiltshire - but many of our team choose to work remotely. We are very happy to consider both office based and home workers.

We specialise in supporting advisers within the Quilter network, so previous experience of working with advisers of the Quilter network is desirable.

However, for the right candidate, we would of course be happy to consider other paraplanning experience, as full training will be given.

Our paraplanners are more than just report writers – you would be responsible for:

• Managing client relationships
• Offering a sounding board to advisers to help them understand whether their advice meets the network’s expectations and, if not, explaining what additional information would be required to demonstrate advice suitability
• Carrying out all research required to support the advice being given – cost comparisons, fund comparisons and analysis, product research etc
• Producing new business illustrations and supporting literature
• Writing the suitability letter
• Liaising with Compliance Teams, and completing any remedial work required to allow the adviser to proceed with the business
• We currently work with both employed paraplanners, and self-employed paraplanners who work on a contracting basis – we are happy to consider candidates for both.

The ideal candidate could offer us the following:

• Experience of supporting advisers within the Quilter network, or other relevant paraplanning experience
• Well rounded financial services product knowledge including Protection, Pensions (including Defined Benefits), Investments & Annual Servicing Reviews
• Ability to work to deadlines and be able to work under pressure at times
• Ability to manage your own workload
• Excellent communication skills both verbal and written
• Confident relationship management
• Industry qualifications – whilst Diploma qualification, or working towards it, is desirable, we believe that the right character and work ethic are equally important
• Great IT skills, given the option to work remotely – including Word, Excel, Outlook, Google Cloud Services.
• Experience of working with adviser back office and research systems – Xplan, Intelligent Office, Defaqto, FE Analytics, Cashcalc etc

In return, we can offer you:

• An attractive remuneration package, based on a fee per case completed
• Ability to work from home
• Flexible working hours, to fit around family life
• Supportive and growing company
• Relaxed office environment
• Friendly existing team to help support you in the role

Work Remotely

• Yes

Job Types: Full-time, Part-time, Contract

Pay: £28,000.00-£42,000.00 per year

Benefits:

• Casual dress
• Company events
• Free parking
• On-site parking
• Work from home

Schedule:

• Monday to Friday

Application question(s):

• Acknowledge this is a self-employed role.
• Income expectation

Experience:

• Paraplanning: 2 years (preferred)

Work Location: In person

Application deadline: 31/10/2024