We are seeking a Paraplanner / Senior Paraplanner to join our established paraplanning team at our Head Office in Norwich, offering hybrid working. This is an exciting opportunity to work at SG Wealth Management.

Ideally the successful candidate should be an established Paraplanner, with the passion and drive to succeed in a fast paced, professional office environment. Excellent understanding of providing a highly personalised financial planning and investment management service with excellent customer service is important to us and the clients we service.

Key responsibilities:

• Preparation of compliant Financial Planning Reports to meet specific client goals.
• Fund research and analysis, both at client level and company level, with accurate recording and follow up where necessary.
• Technical product and legislation research with solution provision.
• Carry out relevant financial planning calculations / tax calculations.
• Consulting with the Wealth Managers / Financial Planner on client investment, pension, and tax planning and making suggestions and confirming proposed actions to the client.
• Proficient use of iO Planning, and other relevant research software such as FE Analytics and Synaptic Research.
• Effective time and caseload management.
• You may be required to attend client meetings with the Wealth Manager/Financial Planner, contributing to the meetings, taking accurate minutes and following up with the client.
• Providing technical support to the Wealth Managers/Financial Planners and other team members.
• Providing ad hoc support to Corporate Team as required.
• Answering technical client queries.
• Updating the company’s research file.
• Accurate system updating on Intelliflo Office (iO).
• Administration through wrap platforms utilised by the company (Transact, Nucleus, Fidelity Adviser Solutions etc) and other providers as required.
• Contact with client by telephone, letter, email and face to face.
• Able to handle complex and sensitive queries which may have been delegated to you.
• Work with Paraplanning Manager on projects to improve processes and output of work / efficiencies.
• Take ownership of projects where appropriate, reporting back to Paraplanning Manager.

Qualifications:

• GCSE Grade A-C or 9-4 including English and Maths (or equivalent)
• CII Level 4 Diploma in Regulated Financial Planning or Financial Planning (or equivalent) (this is desirable)
• Other relevant financial services qualifications will be advantageous

Knowledge and Skills:

• Self-motivated, accountable, and committed with excellent team player skills.
• Strong communication and interpersonal skills, with high quality written and spoken English.
• Has high level of analytical capability with excellent report writing skills, and attention to detail.
• Strong organisational and prioritisation skills.
• Highly numerate with excellent problem-solving skills and solutions focussed.
• Strong client services orientation, ability to manage complex and conflicting requirements.
• Strong team player, fostering strong working relationships across teams and across departments.
• The ability to work independently without constant supervision.
• Excellent IT skills, particularly in Excel, Word, and PowerPoint.
• At least 2 years’ experience of working in a Paraplanning role within in a financial environment.
• Good working knowledge and experience of using Intelliflo Office (iO) system. (Would be an advantage)

Closing Date  – Monday, 2nd September at 08:00

Interviews – w/c 16th September