Paraplanner (Create and Prosper Financial Services Ltd)

Kirkcaldy

Create and Prosper Financial Services Ltd

Job Description

An exciting position has become available for a full-time Paraplanner based in Kirkcaldy. The successful candidate will earn £30,000-£40,000 depending upon experience. End of business year (August) and discretionary Christmas Bonus depending upon company performance.


This is an office based position, although, flexible working can be arranged.


Company


We are a firm of Chartered Financial Planners who offer a comprehensive independent financial planning service.


Our people are very important to the company, as is making certain they provide our clients with the best possible professional financial advice.


Role Requirements


  • A team player who shares our values

  • Qualified or part qualified (completed or studying for Level 4 Diploma or similar)

  • Previous experience in financial services / IFA practice would be advantageous

  • Strong analytical mind and attention to detail

  • Excellent communication skills, both oral and written

  • Awareness of FCA regulations and compliance obligations

  • Experience in regulated products (including platforms) and their application

  • Previous experience of client management systems (Intelligent Office would be beneficial) and other adviser support tools (e.g. risk profiling, cashflow planning, research tools).


Role Responsibilities


  • Ensure allocated work activity is completed to a satisfactory standard (i.e. accurate, timely, compliant)

  • Maintain a clear understanding of the approved advice process and ensure that procedures are followed and complied with at all times.

  • Provide appropriate research and analysis on pre-advisory cases

  • Meet with advisers and discuss possible solutions on pre advisory cases

  • Prepare draft suitability reports, client reviews and general client communication letters and ensure that these are presented for review with correct and full supporting documentation

  • Ensure that the strategy/advice folder is uploaded onto I/O.

  • Complete required training and maintain appropriate CPD records.


Why should you apply?


  • The chance to join a well-established company

  • The opportunity to become part of a hardworking, dedicated team

  • To showcase your knowledge and experience

  • Holiday – 33 days

  • Pension contribution

  • Death in service – 2 years annual salary

  • End of business year (August) and discretionary Christmas Bonus depending upon company performance


Contact


John Dempsey (john@cpfsltd.co.uk) or 01592 593740