Paraplanner - #1705621

About the Company

At TFAS Wealth, we deliver fully independent, client-focused financial advice remotely across the UK. Our mission is to provide a holistic approach to our client’s financial well-being, ensuring that the financial planning journey is as clear, empowering, and convenient as possible. We are seeking an accomplished Paraplanner who thrives on precision, to play a pivotal role in supporting our financial advisers by delivering high-quality research and reports in line with business expectations around quality and KPIs. The ideal candidate will possess not only technical expertise but also impeccable written communication skills and a deep appreciation for cultivating client relationships. This role is for someone who has exceptional drive and determination as well as being methodical and proactive in terms of managing complex workloads.

About the Role

At TFAS Wealth, we take pride in fostering an innovative and positive culture where collaboration drives success. We are committed to investing in the development and wellbeing of our employees through training and wellbeing initiatives.

Salary £35,000 - £40,000 (DOE) based on 37.5 hours per week Monday to Friday.

What We Offer You...

• 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
• 4pm finish on a Friday
• Hybrid working arrangements
• Annual performance related company bonus and salary review
• 5% employer pension contribution
• 4 x death in service
• 24 hour access to our employee assistance programme with Health Assured
• Opportunities for continuous professional development
• Buying and selling annual leave scheme
• Regular social events throughout the year
• £500 refer a friend scheme
• Free mortgage advice

Key Responsibilities

• Research and Recommendation: Analyse gathered information and conduct thorough research to formulate suitable recommendations for clients.
• Suitability Report Writing: Create high quality suitability reports in a timely manner and to a highly professional standard.
• Problem Resolution: Address operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment.
• Stay Informed: Keep abreast of new product, technical, and legislative changes within the marketplace to ensure up-to-date knowledge.
• Documentation Accuracy: Complete all supporting documentation with precision and accuracy.
• Performance Standards: Maintain performance standards in accordance with those outlined in the Key Performance Indicators.
• Communication and Collaboration: Facilitating effective communication and collaboration between different departments to ensure seamless coordination and information flow.
• Regulatory Compliance: Ensuring strict adherence to regulatory requirements and standards.

Qualifications

• Level 4 Diploma in Financial Planning

Required Skills

• Strong communication skills
• Strong attention to detail
• Excellent interpersonal skills
• Excellent time management and organisation skills
• Ability to act professionally, with an enthusiastic and positive attitude
• Show determination, the ability to self-motivate and influencing skills
• Commercial awareness
• Technological Proficiency

Preferred Skills

• Experience with Defaqto Paraplanning software

Behaviours

• Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.
• Open - Relate and communicate with others, adapting your style to everyone.
• Positive - Being optimistic and encouraging a positive mindset.
• Professional - Exhibiting a courteous, conscientious, and business like manner.
• Leadership - Drive the company vision and positively influence those around you.
• Cooperative - Work together and support each other to learn and grow.
• People Focused - Delivering the best service and adding value to our clients