Paraplanner (Foinaven)

Ashbourne, Derbyshire

Foinaven

Job Description

A new and exciting position has become available for a full-time inhouse paraplanner. The role will primarily be office based at our office in Ashbourne, Derbyshire, with some flexibility and home working available. The successful candidate will earn £30,000-£40,000 depending upon experience.


Company


A well-established firm, Foinaven has continued to evolve over the last 20 years. However, the ethos and values of our business, with the emphasis always on personal and client-centred service, will always remain the same. It’s our vision to provide outstanding service to our existing clients, whilst always having the time and space to keep growing our business and responding to changes in the marketplace.


Role Requirements


  • Qualified or part qualified (Level 4 Diploma or similar)

  • A minimum of 3 years’ experience as a Paraplanner, including research preparing recommendations and report writing

  • Strong analytical mind, confident with numbers and a high attention to detail

  • Excellent communication skills, both oral and written

  • Comfortable speaking with clients

  • The ability to work independently and as part of a small team

  • Awareness of FCA regulations and compliance obligations

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

  • A willingness to embrace the technology, systems and processes used

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


Role Responsibilities


The candidate will be highly organised and be responsible for a wide range of duties including:


  • Provide appropriate research and analysis on cases

  • Preparation of advice and information for client meetings

  • Preparing suitability reports with full supporting documentation

  • Supporting with client reviews and general client communication letters

  • Liaising with clients and responding to queries

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

  • Complete required ongoing training and maintain appropriate CPD records.


The candidate will need to use the following software:


  • Competent with Microsoft Office programmes including Outlook and Teams

  • Intelliflo - Intelligent Office

  • Lifetime cashflow planning - Cashcalc

  • Dynamic Planner

  • Exchange


Salary and Benefits


  • The chance to join a well-established company

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

  • Salary £30,000 - £40,000.

  • Permanent position

  • 25 days holiday + bank holidays

  • Workplace pension with matched employer contribution up to 10%.

  • Death in service – 4x annual salary

  • Private Medical Insurance (subject to terms)

  • Regular CPD with the whole team for professional development.


Place of work:

Clifton Road, Beaumont Street 13B, Ashbourne DE6 1DG

You report to:


Operations Manager

Your Direct Reports:


Nil



Contact


Please contact Mike Russell on Mike@foinaven-ifa.co.uk or call 07376 3311 550 for further information