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Paraplanner

Home Based, UK | Other
10 Days Ago

Job Description

Paraplanner – £28,000 to £35,000 Home based / Remote This is a great opportunity for someone with previous experience in a sales support/paraplanner role within a financial advice team and has a good understanding of the financial planning process and requirements. You will have a strong analytical mind and enjoy problem solving, whilst being keen to develop and expand your technical knowledge with a willingness to adapt to change. You will enjoy working individually but also as part of a team when working to set timescales. As well as being good at building relationships and an excellent communicator, both verbally and in written communication. A bit about the job: In this role, you will be working with advisers and other stakeholders within the Aviva financial advice team to support all of the steps in a customer advice journey. This will involve collating customer information and preparing appropriate technical analysis. You will work alongside the adviser to construct a recommended solution and prepare suitability reports in preparation for presentation meetings. The successful candidate will be responsible for ensuring business is completed in a timely fashion and meets compliance requirements. Skills and experience we’re looking for: Level 4 Financial Planning Diploma or working towards as a minimum. An understanding of the financial planning process and requirements. Have excellent attention to detail and accuracy. Articulate in dealing with customers and stakeholders, verbally and within written communications. Ability to work independently and within a team. What you’ll get for this role: Starting salary between £28,000 and £35,000 (depending on location, skills, experience, and qualifications) Generous pension (starting level Aviva contributes 8% when you contribute 2%) Eligibility for annual performance bonus Family friendly parental and carer’s leave 29 days holiday per year plus bank holidays and the option to buy/sell up to 5 additional days Up to 40% discount for Aviva products Brilliant flexible benefits including electric cars Aviva Matching Share Plan and Save As You Earn scheme 21 volunteering hours per year Additional Information: In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ to carry out your role. We’ll provide training on what holding a SMCR role means when you join us and annually thereafter. Aviva is for everyone: We are inclusive and welcome everyone – we want applications from people with diverse backgrounds and experiences. Excited but not sure you tick every box? Research tells us that women, particularly, feel this way. So, regardless of gender, why not apply. And if you’re in a job share just apply as a pair. We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending around 60% of their time in our offices and 40% at home. To find out more about working at Aviva take a look here We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you. We’d love it if you could submit your application online. If you require an alternative method of applying, please give Alannah Burgess a call on 0121 234 7666 or send an email to alannah.burgess1@aviva.com.

Company Overview

  • Website avivaseniorlife.org
  • Headquarters SARASOTA, FL
  • Size 50 - 100
  • Founded
  • Type Private
  • CEO JAY SOLOMON
  • Revenue $10M - $50M
  • Industry Healthcare
  • About aviva