Job Title:
Paraplanning Support Associate
Reports to:
The Paraplanner Manager and your Financial Planner
Location:
London, Hybrid Working
Company:
Stonewood Wealth
Salary:
£32,500
Are you someone with a passion for financial services? Do you thrive in a fast-paced environment and enjoy working with your colleagues? If so, we invite you to join us.
About Us
Stonewood Wealth is a leading financial services firm based in the United Kingdom, dedicated to providing comprehensive and personalised financial planning solutions to our clients. We have a strong commitment to excellence and a passion for helping individuals achieve their financial goals.
We believe in delivering an excellent client experience. We are seeking a talented and motivated Paraplanning Support Associate to help us achieve our goals and take our paraplanning team to the next level.
About You
This is a great opportunity for an enthusiastic individual who has worked for 2+ years in a financial services role, ideally within a small or medium-sized organisation. This is a hands-on role, requiring a basic knowledge of pensions and investments. You should also have a general understanding of UK financial regulations and compliance requirements.
We are seeking someone who is confident in dealing with a wide range of stakeholders and is keen to develop their skills as part of a friendly organisation in an innovative, rapidly growing business.
The Key Role Responsibilities
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers, and the compliance department to deliver a high-quality financial planning service to our clients. You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers. This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
What We Need From You
You should possess the following skills and attributes:
Good written and verbal communication skills.
Good interpersonal skills, team player, supportive of others and promoting a positive working environment and culture.
Good organisational abilities.
Good attention to detail.
Good experience in navigating and utilising tools/reporting on common platform providers.
Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc).
Commitment to maintaining the highest ethical standards.
Commitment to continued professional development.
Your Qualifications
To excel in this role, you should ideally be working towards achieving the Level 4 Diploma in Financial Planning.
What’s In It For You?
Our people are important to us and we like to reward them for working here. We offer you:
Training and development to help you learn and progress in your career in financial services.
A generous leave package with a shutdown between Christmas and New Year.
A flexible approach to hybrid working.
An excellent wellbeing offering to support your physical, mental and financial health.
A competitive salary and a comprehensive benefits package.
And it goes without saying that we are an equal opportunities employer.
If you are a driven person with a passion for financial services, we invite you to apply for the position of Paraplanning Support Associate at Stonewood Wealth. Join our team and contribute to our mission of helping clients achieve their financial goals while advancing your career in the financial services industry.
Our Application Process
To apply, please submit your resume and a cover letter outlining your qualifications and explaining why you are the ideal candidate for this role. You will find our careers section on our company website at
https://www.stonewoodwealth.com/careers/ .
#J-18808-Ljbffr
Paraplanning Support Associate
Reports to:
The Paraplanner Manager and your Financial Planner
Location:
London, Hybrid Working
Company:
Stonewood Wealth
Salary:
£32,500
Are you someone with a passion for financial services? Do you thrive in a fast-paced environment and enjoy working with your colleagues? If so, we invite you to join us.
About Us
Stonewood Wealth is a leading financial services firm based in the United Kingdom, dedicated to providing comprehensive and personalised financial planning solutions to our clients. We have a strong commitment to excellence and a passion for helping individuals achieve their financial goals.
We believe in delivering an excellent client experience. We are seeking a talented and motivated Paraplanning Support Associate to help us achieve our goals and take our paraplanning team to the next level.
About You
This is a great opportunity for an enthusiastic individual who has worked for 2+ years in a financial services role, ideally within a small or medium-sized organisation. This is a hands-on role, requiring a basic knowledge of pensions and investments. You should also have a general understanding of UK financial regulations and compliance requirements.
We are seeking someone who is confident in dealing with a wide range of stakeholders and is keen to develop their skills as part of a friendly organisation in an innovative, rapidly growing business.
The Key Role Responsibilities
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers, and the compliance department to deliver a high-quality financial planning service to our clients. You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers. This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
What We Need From You
You should possess the following skills and attributes:
Good written and verbal communication skills.
Good interpersonal skills, team player, supportive of others and promoting a positive working environment and culture.
Good organisational abilities.
Good attention to detail.
Good experience in navigating and utilising tools/reporting on common platform providers.
Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc).
Commitment to maintaining the highest ethical standards.
Commitment to continued professional development.
Your Qualifications
To excel in this role, you should ideally be working towards achieving the Level 4 Diploma in Financial Planning.
What’s In It For You?
Our people are important to us and we like to reward them for working here. We offer you:
Training and development to help you learn and progress in your career in financial services.
A generous leave package with a shutdown between Christmas and New Year.
A flexible approach to hybrid working.
An excellent wellbeing offering to support your physical, mental and financial health.
A competitive salary and a comprehensive benefits package.
And it goes without saying that we are an equal opportunities employer.
If you are a driven person with a passion for financial services, we invite you to apply for the position of Paraplanning Support Associate at Stonewood Wealth. Join our team and contribute to our mission of helping clients achieve their financial goals while advancing your career in the financial services industry.
Our Application Process
To apply, please submit your resume and a cover letter outlining your qualifications and explaining why you are the ideal candidate for this role. You will find our careers section on our company website at
https://www.stonewoodwealth.com/careers/ .
#J-18808-Ljbffr
