Paraplanner

Salary:

Dependent on experience

Location:

Horsforth, Leeds based Head Office but hybrid working available.

Role:

Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team.

This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as part of a fast paced, friendly team, you will prepare written advice and provide technical support to a team of Independent Financial Advisers.

This is a key role within our business, and we are looking for an efficient and focused individual who prides themselves on attention to detail, is highly organised and works to standards in line with our client values.

The role will include but is not limited to:

• Analysing a client’s objectives and circumstances to identify holistic financial planning needs and opportunities. You’ll work collaboratively with Advisers to get the best outcome for our clients.
• Undertaking high quality technical research and administrative tasks to support to our team of Advisers.
• Bespoke fund and portfolio research on clients’ existing portfolios.
• Carrying out whole of market research for non-CIP products and solutions.
• Closely liaising with Compliance, external technical support, provider contacts etc.
• Helping to develop the company’s templates, processes and procedures along with participating in ad-hoc projects as and when required.
• Prioritising and self-managing your own workflow to ensure deadlines are met, keeping Advisers up to date with progress.
• All this will ultimately result in a you producing comprehensive and compliant recommendation reports using a combination of standardised templates with added free text.

The requirements:

Essential

• Diploma qualified (any targets to progress beyond this will be fully supported by the company).
• Strong literacy and numerical abilities are critical.
• A professional, driven, client centric approach.
• Previous Paraplanning experience within an independent firm.
• In depth knowledge of pensions, investments and protection within both private and corporate client wealth management advice.

Desirable

• IT skills including confident use of Microsoft Office, Intelligent Office, FE Analytics, Dynamic Planner, CashCalc and Iress Exchange.

Salary and rewards:

• Competitive salary (details on request)
• Enhanced pension contributions (5% employee, 7% employer)
• Private healthcare
• Income protection
• Wellbeing allowance (for use towards health and lifestyle costs)
• 25 days annual leave bank holidays ( option to buy/sell up to 5 additional days)
• Volunteer days
• Annual salary reviews
• Recently modernised office with on site gym, showers, personal trainers, wellbeing library and more
• CII membership and funded study
• Frequent social events
• Volunteering leave allowance
• more

The company:

Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers.

Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.

Today, the business is proudly managed by the third generation of Bartletts, acting for businesses, charities and individuals across the UK – from regional manufacturing firms to large financial institutions. Our private clients include families we have worked with for generations.

With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.

And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.

Bartlett value integrity, passion, excellence and self-discipline. We pride ourselves on having a client-first culture and supportive working environment.

Direct applications only please. No agencies are currently working on this role.

Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard back from us within 21 days, we are sorry, but you have not been successful this time.

Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.