Paraplanner Role - Hybrid / London / Battle
Path Financial, an award-winning IFA that specialises in ethical, green and positive impact investment strategies, are seeking a dynamic and passionate paraplanner to join their highly motivated team.
If you are motivated by sustainability and ethical issues and are looking for a career that supports these passions, then Path could be the ideal fit for you!
You will have a minimum of 1 years’ paraplanning experience in a high production environment, be able to demonstrate adaptability, enjoy the challenges of the role and wish to cement your expertise in a modern, agile company that is driven by purpose. Ideally you will have or are actively working towards your level 4 qualification.
We’ve included a very broad salary range in this recruitment drive, to catch all levels of experience. If you feel underqualified or overqualified, please don’t be put off from applying – we want to hear from you! We build teams around people, not the other way around.
The Role
You will be providing paraplanner support to our advisers and dealing directly with clients.
Typical Duties
· Assist our financial advisers in preparing and implementing financial plans for clients
· Conduct research and analysis on pension, investment options and insurance policies
· Write recommendation reports and presentations for client meetings
· Undertake client communication and follow-up (phone, email, face-to-face)
· Lead qualification – undertaking outbound calls to qualify prospect clients who have contacted us, arranging and confirming meetings with the financial planners (No cold calling. Training will be provided)
· Stay updated on industry regulations and best practices
Key required skills
· Understanding of the financial planning process
· Strong analytical and problem-solving skills
· Detail-driven and precise
· Detailed & articulate communicator – written & verbal
· Experience of writing suitability reports
· Experience of cashflow report interpretation and preparation
· Ability to work independently and as part of a team
· Good IT skills – including excel & word
· Strong organisational skills – being able to multitask and prioritise work effectively
Desirable Skills
· Solid technical knowledge
· An appetite for advancing in the role, such as becoming level 4 qualified, becoming a senior paraplanner, or potentially moving into advice
· Experience working with Voyant, FE Analytics, Salesforce
· Platform experience, particularly Transact and Aviva
All training on our software, templates and providers will be provided.
Whether you are already motivated by sustainability and ethical issues or not, an openness to, and an eagerness to learn about these themes would be desirable.
About Path
We are Path Financial - at the forefront of a revolution in personal financial advice. We are expanding the team due to the rapid growth of our market-leading positive impact investment service.
We help customers align their pensions, savings and investments with their ethical beliefs. Many people do not realise that their financial decisions can have an enormous positive impact on the planet and its population. We are on a mission to change that.
Alongside the provision of financial security and capital growth to our clients, we have a clear focus on:
- Positive environmental impact - Alignment with UN Sustainable Development Goals - Ethically-led investment strategy
We've grown quickly over the last 6 years, having been covered repeatedly in the national press for our progressive ethos. We've featured in the likes of the FT, the Guardian, The Times and many others.
We're a very positive, open, inclusive, flexible and forward-thinking company. If this sounds like you, then please get in touch!
What we offer
· Negotiable salary
· Flexible working environment including hybrid working
· 25 days holiday plus bank holidays
· Employer pension contribution & Salary Sacrifice for increased pension contributions
· Private Medical Insurance
· Enrolment in the company bonus scheme following 6 months of service
· Support with career development and qualifications
Job Types: Full-time, Permanent
Salary: from £30,000 pa – salary will reflect experience, seniority
Full-time hours are 37.5hr p/w
Hybrid working
The Path is committed to ethical, inclusive and legally-compliant recruitment and employment practices. We encourage and support applications from candidates without discrimination and operate an equal opportunity workspace.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
To apply - PM me or email jonathan.cooper@thepath.co.uk