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Tired of report-writing? Looking for something a bit different? (Berkshire) – up to £50k subject to experience

South East England

Established award-winning and leading provider of actuarial, risk management and asset modelling software, seeks an experienced Paraplanner. This unique opportunity involves working for our digital regulated advice business as part of a small team, including an actuary and a Chartered Financial Planner, in a friendly and relaxed environment. Excellent salary, bonus, and first class benefits […]

Recruiter

EValue

Posted

6 June 2018

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time, Part Time

FURTHER INFORMATION

Established award-winning and leading provider of actuarial, risk management and asset modelling software, seeks an experienced Paraplanner.

This unique opportunity involves working for our digital regulated advice business as part of a small team, including an actuary and a Chartered Financial Planner, in a friendly and relaxed environment.

Excellent salary, bonus, and first class benefits package offered. We also subsidise free on-site parking, yoga/pilates, table-tennis, football, a covers band(!), relevant CPD/ongoing study and professional memberships.

Find out more about us at: https://www.ev.uk/about/

There is also potential for the role to develop over time as the business evolves if you wish. We also have a great track record in terms of supporting study and promoting internally.

https://www.ev.uk/app/uploads/2018/05/Paraplanner-May-2018.pdf

Please note job share and part time will also be considered. The regulated entity is One Financial Adviser Ltd. Your employment contract would be with Evalue. Evalue owns 100% of One Financial Adviser Ltd.

Please email your CV with a brief covering letter to heather.magee@ev.uk if you wish to apply. Feel free to get in touch if you have any questions or need more information.

JOB TITLE – Paraplanner

Job Description
Position: Paraplanner
Days: Monday to Friday
Hours: Full time or Job Share/Restricted hours considered
Location: Newbury, Berks

Purpose of the role

As a member of the One Financial Adviser team reporting to the Executive Director, the job-holder will be responsible for helping a digital advice service deliver a fully automated and compliant personalised advice service to end users.

Responsibilities
● Checking and signing off streamlined, simplified financial advice (CF30 authorisation and competent adviser status will be required within 6 months. Support will be given to achieve this)
● Updating standard paragraphs and templates
● Updating information and guidance on a range of financial advice related topics
● Other technical research and ad hoc documents to be produced as required
● Assisting customers with day to day queries and resolving any issues with their suitability reports or related administration
● Contributing to ideas and ongoing improvement of the service

The job-holder will be responsible for contributing to the successful delivery of the One Financial Adviser’s team ongoing objectives. This will involve:

● Helping to maintain and communicate the product roadmap and release plans
● Adhering to compliance and operations policies and procedures at all times.Skills and Experience

Experience
● Chartered Status desirable. DipPFS as a minimum with CPD maintained from passing to date.
● 3+ years report writing and research experience
● Confident with pensions and pension benefits
● First-hand experience of pension switches and pension benefit administration
● Able to work independently

Technical and other skills required
● Ability to learn quickly and a continual willingness to expand knowledge
● A proactive, entrepreneurial, self-starter attitude
● Ability to write in a clear and concise manner for a non-technical audience
● Ability to assimilate new information and understand commercial and technical implications
● Good Microsoft Office skills, especially Excel, Word, Outlook
● Experience of or interest in fintech/actuarial/robo-advice sectors desirable

Essential Competencies:
Teamwork
● Offers assistance to colleagues; is widely regarded and respected as someone to go to for help
● Collaborates and interacts without regard to title, level or position
● Fosters friendly and cooperative relationships

Professionalism & integrity
● Makes a positive impression; represents the company well at all times
● Evaluates lessons learned from both successes and failures
● Demonstrates willingness to make commitments based on all information known at the time and delivers upon those commitments
● Adheres to all corporate policies, makes prudent use of company resources and acts with complete integrity in all matters
● Adheres to the ethical code of the Chartered Insurance Institute or similar professional body (such as CISI).
Communication
● Good interpersonal and communication skills (written and verbal)
● Confident communicating with customers via email, Skype and telephone

Business acumen
● Understands internal and external customer requirements

Decision Making
● Numerate with analytical skills

Problem Solving
• Enjoys problem-solving and working towards continuous improvement.

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