Paraplanner
The National Farmers Union Mutual Insurance Society Limited, Stratford-upon-Avon, Warwickshire
Paraplanner
£44000
The National Farmers Union Mutual Insurance Society Limited, Stratford-upon-Avon, Warwickshire
- Full time
- Permanent
- Remote working
Posted today, 8 Jan | Get your application in now to be one of the first to apply.
Closing date: Closing date not specified
job Ref: 1c502253b8c24158a56ce849bc0ef9c7
Full Job Description
- Opportunity to be a key support to our Financial Advisors
- Homebased role
- Opportunity to provide guidance and support on complex financial cases About the role The role of a Paraplanner is a home-based position, with quarterly meetings held at NFU Mutual head office in Stratford upon Avon. This desk-based role is essential in supporting Financial Advisors by preparing detailed financial reports for customers, which range from Individual Savings Accounts (ISAs) to complex inheritance planning cases. As a Paraplanner you are responsible for writing comprehensive reports following meetings that have been held with customers and the Financial Advisors, ensuring that all advice and recommendations are clear and straightforward. You'll critically assess the recommendations made by Financial Advisors, ensuring alignment with current guidance and Financial Conduct Authority (FCA) rules, and are expected to question and challenge advisors to maintain high standards of advice. Additionally, you'll manage the advisor centre mailbox, handling queries from Financial Advisors, and provide coaching to new advisors, helping them understand processes and best practices. You'll also analyse and support possible pension transfers to NFUM and cascade any changes in regulations, processes, or company policies to Financial Advisors. Regulatory Information Certification 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. Certified Function 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.
- Be able to use your initiative
- Be inquisitive and not afraid to challenge when needed
- Detail-oriented
- Analytical, and passionate about providing high-quality financial support and advice.
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. - Salary up to £44k dependant upon experience
- Annual bonus (up to 17.5% of salary)
- Contributory pension scheme, up to 20%, including your 8% contribution
- 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
- A Family Friendly policy that helps you balance your work and family responsibilities
- Access to savings at High Street brands, travel and supermarkets
- £20 contribution to a monthly gym membership - subject to T&Cs
- Health and wellbeing plan - cashback for dentist, opticians, physio and more
- Access to voluntary benefits, including health assessments, private medical insurance and dental insurance
- Employee Volunteering - volunteer in the community for one day each year
- Unlimited access to Refer a Friend £500 bonus scheme
- Life Assurance cover of 4 x salary
- Employee discounts of 15% on a range of NFU Mutual insurance policies.
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 be capable of making decisions. 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:
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 When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including: