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- Tasks: Support Financial Advisers by managing client reviews and preparing reports.
- Company: Join Lycetts Insurance Brokers, part of Benefact Group, a leader in financial planning solutions.
- Benefits: Enjoy hybrid working, generous leave, pension contributions, and career development support.
- Why this job: Be part of an inclusive team making a social impact while growing your career.
- Qualifications: Experience in financial services and working towards a Diploma in Financial Planning is preferred.
- Other info: Flexible working options available after probation; join a community that values diversity.
The predicted salary is between 28800 - 48000 £ per year.
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Working hours:35 hours per week, Monday to Friday
Duration:Permanent
Location:Newcastle, Edinburgh, Newmarket, or Fakenham(hybrid working of 2 days working from home per week available upon successful completion of probation)
About the role
Lycetts Insurance Brokers, who are proudly part ofBenefact Group, are looking for a Paraplannerto join either our Newcastle, Edinburgh, Newmarket, or Fakenhamoffice.
Lycetts specialises in providing independent, financial planning solutions to corporate, and private clients on pensions, inheritance tax mitigation, protection, health insurance, employee benefits, investments, and generational planning.
This is an exciting opportunity to join a well-established financial services firm working in an enthusiastic team. Supporting their Financial Advisers in a key role ensuring first class delivery of independent financial advice to its clients.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.
Key responsibilities
- Handle new and existing business and client suitability reviews, ensuring compliance with established procedures and timeframes.
- Prepare quotations and obtain application forms when required, demonstrating a comprehensive understanding of the products and services we offer.
- Prepare suitability reports and client review reports
- Manage all documentation related to the annual client review process and policy renewals with precision and care.
- Foster positive and long-lasting relationships with our valued clients, providing exceptional service and support.
- Address client queries promptly and professionally, whether through telephone conversations or written correspondence.
Knowledge, skills and experience
- Previous experience in the pensions, protection, and investment markets, demonstrating a solid understanding of these areas.
- Knowledge of a wide range of financial services products and companies, staying up to date with industry trends.
- Sound knowledge of FCA (Financial Conduct Authority) requirements within a financial services role.
- Hold or be working towards the Diploma in Financial Planning, showcasing your commitment to professional growth.
What we offer
- Hybrid working available upon successful completion of probation
- Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
- Annual Bonus scheme (Discretionary based on individual and company performance)
- Life Assurance cover of 4 x salary
- 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
- Membership of a market leading group income protection plan after six months continuous service.
- Career development opportunities with funded support and financial incentives for all professional qualifications (including CII membership).
About us
The Lycetts group has over 60 years’ experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
At Benefact Group, we are committed to creating aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.
If you need any additional support during therecruitment process, then please let us know.
*Directory of Social Change’s UK Guides to Company Giving 2017-26
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Paraplanner employer: Ecclesiastical Insurance Group
Contact Detail:
Ecclesiastical Insurance Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends in pensions, protection, and investment markets. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as paraplanners or financial advisers. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your understanding of FCA requirements and how they apply to the role of a paraplanner. Being able to articulate this knowledge will show that you are serious about compliance and client care.
✨Tip Number 4
Highlight any relevant qualifications or progress towards the Diploma in Financial Planning during your conversations. This shows your dedication to professional growth and aligns with the company's values of career development.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Paraplanner position. Familiarise yourself with the key tasks such as preparing suitability reports and managing client documentation.
Tailor Your CV: Customise your CV to highlight relevant experience in pensions, protection, and investment markets. Emphasise any qualifications like the Diploma in Financial Planning and your understanding of FCA requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to providing exceptional client service. Mention specific experiences that demonstrate your ability to handle client queries and foster long-lasting relationships.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Ecclesiastical Insurance Group
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services that Lycetts offers. Be prepared to discuss pensions, protection, investments, and inheritance tax mitigation, as well as any recent industry trends.
✨Demonstrate Compliance Knowledge
Familiarise yourself with FCA requirements and compliance procedures relevant to the role. Showing that you understand these regulations will demonstrate your readiness to handle client suitability reviews and documentation accurately.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to foster positive relationships with clients. Prepare examples of how you've effectively communicated with clients in the past, whether through phone calls or written correspondence, to highlight your customer service skills.
✨Express Your Commitment to Professional Growth
Mention your progress towards the Diploma in Financial Planning or any other relevant qualifications. This shows your dedication to continuous learning and aligns with the company's values of career development and professional growth.
