Location:  Stansted , United Kingdom

Position:  Full time

Job Description

Are you level 4 qualified and looking for a new opportunity? Would you like to join a progressive boutique wealth management firm known for putting client service at the core of everything it does? Are you passionate about people, technical advice, research and analysis and want the opportunity to have much more client-facing responsibility in your position?

We have a fantastic opportunity for an enthusiastic technician with outstanding people skills to play a crucial team role alongside highly experienced advisers.  You may be thinking that this is just a paraplanner role, but it is much more than that. At Pinnacle Financial Services & Wealth Management there is no hierarchy when it comes to involvement in client relationships. We do it together and this role plays an integral part.

If you excel in client management skills and progress to Chartered Status, a clear path into advising without sales targets could be a longer-term option if you choose it.

Working with the advisers, the duties of this role centre around paraplanning, ensuring an outstanding client servicing experience. We work in a collaborative environment so you will have the opportunity to contribute to ideas and solutions for clients.

You will be responsible for providing technical support and preparation of regulated financial advice, generation of clear, technically accurate, concise and compliant financial planning reports and cashflow forecasts and overseeing timely implementation of agreed actions.

We are looking to talk to level 4 qualified candidates from any financial services background. You could be working as a paraplanner at another financial planning firm but, equally, you could be employed at a provider, other investment or wealth management business, platform or network. You might even be working as an adviser and wishing to take a slight change in direction. If you are a level 4 qualified enthusiastic technician with outstanding people skills, we want to hear from you.

For full information on the role and personal specification please click here

Benefits

Discretionary annual bonus, 25 days’ holiday (including 3 days to be taken at Christmas), your birthday off, Group Life Assurance scheme (4 x Salary), Group Income Protection scheme, auto-enrolment Pension scheme, support with professional qualifications, support with career progression if desired.

Additional Information

Comfortable offices with free on-site or close parking. We operate a hybrid working pattern (work from home on Mondays and Friday, in the office Tuesday, Wednesday and Thursday). Additionally, there is also some flexibility with regards to when your working day starts and finishes.

Essential Skills

• At least 3 years’ financial planning experience
• The Diploma in Regulated Financial Planning or equivalent level 4 qualification
• Excellent knowledge of financial planning tools and modelling software
• Excellent communication skills (both written & verbal) with the ability to establish and maintain strong client relationships and inspire confidence
• Ability to assimilate technical information into an understandable format for clients
• Have strong skills in the areas of attention to detail, numeracy, planning, organisation, prioritisation and the ability to use your judgement and experience when speaking to clients

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Location:  Stansted , United Kingdom

Job Description

Are you looking to use your financial planning administration experience in a firm that puts its clients at the very heart of everything it does? We’re busy and we’re growing and can offer you a fantastic opportunity to join our friendly and enthusiastic team and play a key support role as part of the client servicing function.

Day-to-day it will be varied and challenging and you will be providing support in many areas covering financial advisory, new business, provider liaison, maintaining systems and ensuring we continue to meet high compliance standards.

We are looking for:

• At least two years’ financial planning administration experience
• Progress in a financial planning qualification is highly desirable
• Good IT skills and experience with diary management software
• Excellent communication skills (both written & verbal) and the ability to build trust and confidence with colleagues
• Possession of a positive attitude as you must be proactive and willing to help others and work without supervision
• Clear attention to detail, must be able to work within defined business processes and plan your day and prioritise your workload

For full information on the role and personal specification please click here

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