FURTHER INFORMATION

About the role

The main purpose of your role will be to work together with our team of Financial Planners, Solicitors and Accountants to provide holistic technical solutions for all aspects of financial planning. You’ll prepare high quality written advice, delivered in an efficient manner, whilst mitigating any risks.

You will proactively engage with clients, to obtain or clarify information that we need to be able to provide the best possible advice and to answer client queries of a factual or technical nature. 

Responsibilities

• Dig into and fully understand the financial planning requirements of clients, to produce effective and compliant financial planning recommendations and to maintain the strategies over the lifetime of our relationship with them.
• Carry out technical research and prepare for annual client meetings.
• Keep your technical knowledge fully up to date, and look into new trends and products.
• Plan. Prioritise workflow to ensure our clients get what they need.
• Make the best use of resources and proactively seek new sources of support.
• Produce cashflow models and other financial forecasts using our tech.
• Complete calculations and analysis.
• Develop and maintain high quality working relationships with clients and colleagues.

Skills

• Technically astute and have clarity of full Financial Planning Areas, to be able to produce high quality output in line with FCA requirements
• The ability to analyse information effectively, to be organised, thorough and accurate
• To be able to think independently
• To be able to source and obtain reliable, current & effective information about the legal and regulatory requirements and codes of practice that affect your work
• Communicate effectively with Clients, Planners and other Team members and to articulate complex information effectively
• Able to present your own views with clarity and impact
• Willingness to share opinions and views with team members and debate and discuss alternative views to arrive at a common wisdom
• Inquisitive mind, probing and checking research to gain a thorough grasp of relevant facts
• Problem solving ability

Requirements

• Level 4 Qualified in Financial Planning or above
• Previously worked as a Paraplanner working in a busy team environment, delivering to tight timescales, ideally in an IFA environment
• Have excellent Microsoft and Excel skills and experience of building long term cashflows.

Opportunities

Individual development is a key part of working in Chesterton House and as a member of the Paraplanning Team opportunities for growth and development are broad and dependent upon individual aspirations, this could include moving to a Planning Role, working in our Investment Team, moving into a Senior Paraplanner or Management Role or in fact moving to one of our other disciplines if that’s where your Personal Goals lie. 

We’d love to put you in touch with one of the many ex-paraplanners who are now working in other parts of our business, so you can hear about their journey.

What’s in it for you

You’ll enjoy a host of benefits including true flexible and hybrid working, funding and support for personal professional development, discounts on our services, increased employer pension contributions, inclusion in group death in service and permanent health insurance schemes and more, such as

• 34 days holiday including bank holidays increasing at 3 and 5 years
• Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year.
• Pension Auto-Enrolment with NEST with contributions of 9% (7% by employer)
• Life Insurance Cover at 4 times salary
• Income Protection Benefits at 60% of salary
• Employee Assistance Program, including 24hr confidential support service.
• A chance to join a friendly and supportive team