Paraplanner in London

The Penny Group is a vibrant business with a young and diverse demographic based in Cannon Street, London with additional offices in Woking, Hungerford and the Midlands. We passionately believe in growing and developing our people and this has been instrumental to our success.

We are a Chartered Firm with a defined set of values that are an integral part of our culture, which we believe is one of the strongest of all financial planning firms. We are a serious business, but we are also conscious that work should be enjoyed.

This position offers the opportunity to develop professionally, build strong working relationships and establish a rewarding, long-term career within the business.

Here at The Penny Group, our Paraplanners provide technical support to advisers and clients throughout the financial planning process. This includes undertaking research, formulating financial planning recommendations, preparing pre-meeting analysis and documentation, drafting reports and recommendations, and carrying out cashflow modelling. Paraplanners may also attend client meetings, take meeting notes and liaise directly with clients as required.

The role will require you to work closely with advisers, the Client Service Team and other colleagues to ensure that high-quality client services are delivered. You will be responsible for managing your own workflow, maintaining accurate client records and keeping up to date with technical, market and regulatory changes that impact our clients and services.

Key Competencies

·Leveraging Work Skills: Applies technology and job-relevant abilities to complete work tasks.

·Processing Information: Gathers, organises, and analyses diverse sources of information.

·Solving Problems: Identifies solutions given available information.

·Written Communication: Expresses ideas and opinions effectively in writing.

·Customer Focus:Provides courteous, timely, and helpful service to encourage client loyalty.

·Teamwork:Collaborates with others to achieve goals.

·Flexibility: Changes direction as appropriate based on new ideas, approaches, and strategies.

·Dependability: Performs work in a reliable, consistent, and timely manner.

·Detail Focus: Performs work with care, accuracy, and attention to detail.

·Self-Development: Actively acquires new knowledge and skills to remain current with and/or grow beyond job requirements.

Relevant Experience, Skills & Knowledge Required

Experience

·Experience of Paraplanning (2 years)

Skills

·Able to think and plan ahead

·Good communication (written and oral) skills

·Ability to understand and identify issues including the ability to know when to escalate and how to manage client expectations and internal stakeholders

·Works well under pressure with ability to deliver to tight deadlines

·Able to manage repeat tasks while maintaining quality standards consistently

·Strong organisation and time management skills

·Must be able to work effectively with minimal supervision, results-driven with sense of ownership

·Able to work well as part of a team

Knowledge

· Strong and up to date knowledge of the financial services market

·Proficient in technology especially Microsoft Office applications

· Strong knowledge of Intelliflo

·Knowledge of cashflow modelling

Qualifications

·Minimum requirement: (Level 4) Diploma qualified

Our Values:

• We are Professional and Accountable
• We are Dedicated and Ambitious
• We Enjoy what we do; Working Hard and Smart
• We are Generous and Selfless
• We are a Meritocracy

Who could be a potential candidate for this position?

An experienced Paraplanner looking to build on their technical knowledge and experience within a growing Chartered financial planning business, with the opportunity to work closely with advisers and contribute to the delivery of high-quality financial planning for clients.

• Candidates should have previous experience working as a Paraplanner and hold a minimum Diploma qualification.
• The successful candidate should have strong technical knowledge of the financial services market and be committed to keeping up to date with technical, market and regulatory developments.
• Candidates should have experience of undertaking financial planning research, formulating recommendations and drafting high-quality reports.
• Experience of cashflow modelling and strong knowledge of Intelliflo would be advantageous.
• The successful candidate should be highly organised, able to manage their own workload and work effectively with minimal supervision, while consistently maintaining high standards of accuracy and quality.
• Strong written and verbal communication skills are important, together with the ability to explain recommendations clearly and build effective working relationships with advisers, clients and colleagues.
• The role would suit someone who takes ownership of their work, enjoys solving problems and is committed to delivering excellent outcomes for clients.
• Candidates should be willing to continue developing their technical knowledge and contribute to projects and improvements that enhance the client experience and internal efficiency.

Role Location:

The role will primarily be based at our London office.Expenses will be covered for travel between the office locations, should this be required.

Our positions are initially office based to increase the opportunities to learn from colleagues. An office based/working from home split is available once the Probationary period has been successfully passed.

All roles are offered on an employed basis. We offer competitive salaries and a bonus scheme, along with other competitive benefits including pension, life cover, income protection and private medical insurance.

We are an inclusive company, and we encourage applicants from underrepresented groups.