Paraplanner
- NFU Mutual
- Full Time
- Work from Home
- Salary up to £44k dependant upon experience
Job Description
Paraplanner
About the role
As a Paraplanner you will join a team who play a key role in supporting our Financial Advisers to ensure the provision of high quality advice that adheres to Financial Conduct Authority (FCA) rules.
Your responsibilities will include preparing financial reports for customers across our product range, including Inheritance Tax Planning. You will assess the recommendations made by Financial Advisers, ensuring alignment with the Financial Advisers to maintain high standards of advice and will be expected to question and challenge where appropriate.
You will support Financial Advisers on a day to day basis, handling queries and analysing potential sales.
Additionally, you will provide support to new Financial Advisers helping them to understand processes and best practices required in their role.
This varied role will require you to develop strong working relationships across Financial Services.
About you
You must hold a Level 4 Diploma in Financial Planning and have experience dealing with complex financial information within a regulated environment.
A high level of attention to detail, strong relationship-building skills, and the ability to multitask are essential.
The role requires someone who is highly organised, analytical and is confident making decisions on their own.
You'll be able to write clear, concise reports that are easy for customers to understand. Full training on our processes will be given.
As well as the above you will be:
This role is subject to certification. Certification applies to key roles within the organisation that meet set criteria defined by our regulators.
Certification is an internal process undertaken in line with regulatory requirements that is to be in place on appointment and annually thereafter.
This role is subject to certification for NFU Mutual Select Investments Ltd due to being identified as:
Client Dealing, previously CF30
A person who performs the client-dealing certification function which involves any of the following activities: advising on investments and performing other functions related to this such as dealing and arranging.
Function Requiring Qualification
A person carrying out a role that requires a regulatory qualification as defined within the FCA Training & Competence (T&C) Sourcebook.
At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.
We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.
We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.
Benefits and Rewards
Working at NFU Mutual
We're one of the UK's leading general insurance and financial services companies. For over 110 years we've put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being "a great place to work" and we're one of only 60 companies across the globe to receive a Gallup Exceptional Workplace 2024 award, and one of only 2 companies to receive the award for the ninth consecutive year. We were also named in the LinkedIn Top 25 Companies List 2021, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023 and 2024.
We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.