Para-planners
As a result of the ongoing development of The English Mutual Group, we are keen to bolster and strengthen our support team in the Worcester head office with focused, high-quality research and para-planning staff and therefore invite applications from appropriate candidates.
Successful applicants will:
- Be at least FPC and CeMAP qualified or equivalent, with further AFPC qualifications looked upon favourably.
- Be familiar with all practices and disciplines relating to Investments, Corporate Pensions and Financial Planning.
- Have the ability to competently analyse client portfolios and produce technical reports for both Financial Planners and Directors.
- Have several years’ paraplanning experience and will be a well organised, focused individual with excellent communication and organisational skills.
- Have the ability to spot prospecting opportunities.
- Have the ability to work to high customer service standards.
- Be comfortable in dealing with high-net-worth clients both over the phone and on a face to face basis.
- Have analytical and numerical ability and possess a high level of IT competency, being familiar with Excel, Word,
- Exchange, Hindsight, Aequos, O & M, Trigold, Synaptics, Select a Pension and database usage.
- Be ambitious and entrepreneurial with a professional attitude and an engaging communicator and who takes personal responsibility for maintaining own professional development.
If you would like to talk to us joining the vibrant and growing back-office team at English Mutual please contact us via opportunities@englishmutual.com.
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