Senior Paraplanner - Isio : Job Details

We’re growing and want you to be a part of our journey.

Senior Paraplanner

We are looking for an experienced and self-motivated individual to work alongside Senior Consultants to provide full Paraplanning support to our consultants Nationwide.

This role can be based from any of our regional offices including Croydon, London, Bristol, Leeds, Birmingham, Manchester, Belfast, Reading, Edinburgh or Glasgow.

Role and Responsibilities

• Writing technical advice/suitability reports.
• Supporting the Advisers by conducting research on products and helping to find the right solutions for our clients.
• Financial planning calculations.
• Analysing client data to produce Cashflow forecasts.
• Assist with mini projects and tasks as part of the wider team function.
• To work within our back-office system - IO.
• Maintain and record a high level of industry knowledge as part of the firms ongoing professional development, which is up to date and relevant, including legislative and regulatory developments.
• Comply with all company and industry guidelines, rules and regulations.
• Assist in the development, support and maintenance of processes.

Key Skills & Experience

• A CII level 4 Diploma qualification
• Minimum of 2-3 years of experience within a Financial Planning Practice
• Ability to prioritise work and complete work within specified timeframes
• Excellent attention to detail
• Positive 'can do’ attitude
• High level of technical knowledge
• Excellent verbal and written communication skills
• Experienced with Microsoft Office software, experience using IO would be desirable.
• Previous experience using FinCalc and Platforms

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.

On top, we also offer:

• A competitive remuneration package, including a bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company’ days - a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• Where required study support including study days, materials and exam entry support.

What’s next?

Click on the 'apply’ and follow the simple application process on-line.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email HR.