Paraplanner - Birmingham

13 Mar 2018
25 Mar 2018
Contract Type
Full Time
Job Purpose

To assist in the provision of financial plans and advice to prospective and existing private clients within internal/ regulatory standards.

Job Role

• To draft financial planning reports in order to meet and/or exceed agreed activity targets.

• To provide ‘on the job’ guidance and support to the Graduate Trainee personnel.

• To develop and maintain the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planner in providing effective advice.

• To ensure that the CPD requirements, as defined in the T&C handbook are maintained and logged as appropriate.

• To negotiate and agree (in conjunction with the Financial Planner/ Head of Research) the placement of contracts with appropriate terms on behalf of clients.

• To ensure correct compilation and completion of all new applications and/or schemes in accordance with internal/ regulatory standards by effective communication, workflow management and record-keeping/ database management.

• To record/ maintain information on Intelligent Office in order to allow work to be logged, tracked and internal records/ management information to be kept up-to-date.

• To file and/or store records and files in accordance with internal standards so they can be accessed and/ or retrieved in an efficient manner.

• To understand and be able to apply internal and/or regulatory standards as specified in procedural manuals and handbooks.

• To identify and refer opportunities to improve working practices and/ or risk management to enable improvements to be made.

• To develop/ maintain report writing and communication skills to enable effective communications with the client.

• To undertake work of a project based nature as and when required to do so.

Person Specification

• Experience of working in Financial Services in a financial planning, research or technical capacity.

• Diploma qualified and committed to obtaining Chartered Status

• Good writing skills

• Evidence of technical competence.

• Appropriate appearance for a ‘Professional’ office.

• Adaptable to changing demands and priorities.

• IT skills including use of laptop/ desktop computing, Microsoft Office (or equivalent) and database (CRM) management and preferably Intelligent Office.

• Seeks opportunities to develop own skills.

• Demonstrates commitment to own development.

• Able to prioritise workload.

• Able to work to deadlines.

Please CLICK HERE to download our benefits booklet

Please CLICK HERE to download the job description.

About Mazars

Mazars is all about people – we believe that each individual makes a difference to the Mazars culture. As an international firm with strong European roots, we are a melting pot of different cultures and disciplines. Diversity is one of our main strengths.

We are an international, integrated, transparent and independent organisation specialising in audit, accountancy, tax, legal, and advisory services. The Group has a presence in 77 countries and draws on the expertise of 17,000 professionals.

We all work within a culture of high support and high challenge at Mazars. We are not afraid to take on new and greater responsibilities. But we do this through encouragement – not pressure and competition.

Mazars LLP is an equal opportunities employer and all applications received by the firm will be considered by the firm on the basis of their merit alone and we welcome applications from all suitably qualified individuals regardless of background. All offers of employment will be conditional on the candidate having/securing the right to work in the UK and providing the firm with evidence of that right (as required by the Immigration, Asylum and Nationality Act 2006) prior to employment commencing.