Cambrian Associates Ltd trading as Cambrian Chartered Financial Planners was originally founded in 1973 and the original Principal, Roger Taylor, is still the Managing Director. We are the largest firm of Charted Financial Advisers in North Wales with income from commission and fees in 2018 likely to exceed £4 million.
The Successful Applicant
We are looking for an individual who will be office based and has excellent analytical and evaluation skills. It is essential you can demonstrate good IT skills and it is equally important that you should have the confidence and initiative to research the best solution for the client. This may not be immediately evident and your first answer may not always be the best one!
You will be numerate with good handwriting, a team player and be able to seek help from and offer help to your colleagues.
The successful applicant will be required to have achieved the diploma in Financial Planning or working towards it and will be encouraged to become fully chartered. The Firm will pay for your study materials and examinations.
The Paraplanner Role includes various aspects including:-
- Research. We make extensive use of Best Advice Software, the Internet and Trade Publications in order to keep our product research up to date so that we can offer best advice to our clients with regards to investments, pensions, protection and mortgages. You will regularly be instructed by one of the Advisers to research and cost appropriate products together with obtaining comparative projections for future retirement benefits from pension providers. Often, you will be working to a very tight deadline as the information is required for Reports. These are just a few examples of a varied and interesting role and full training will be provided in all of these areas.
- Compiling Reports. Every time the Adviser makes a recommendation, this must be followed up with a written Report and which may incorporate research that you have already been asked to carry out. You will be trained to compile drafts of such Reports which will then be checked and where necessary, altered and augmented by the Adviser before being sent to the client by email or Royal Mail.
- Preparation. When the Adviser or you have made an appointment with a client, you will need to prepare and partially complete the appropriate paperwork.
- Submission of Business. When the recommendation of the Adviser has been implemented, you will check that everything has been correctly completed and, if so, submit it via our New Business Team who will check it and, if satisfactory, submit it to the appropriate provider.
Much of your work will be done online and you will often have to use your initiative to carry out the research that has been requested. The Adviser is hugely experienced and will be able to guide you. Furthermore, there are several other people within the office carrying out similar work so there will be no shortage of help and guidance.
Salary range to be discussed depending on experience with rapid increments as exams are passed and key skills learned. Once you have completed your probationary period you will benefit from earning bonus, the Company Pension Scheme, Critical Illness Cover, Permanent Health Insurance Scheme and Life Cover.
For an application form, please contact Carla Roberts on 01244 526321 or email firstname.lastname@example.org