Paraplanner (Flexible working considered)

Sheffield, South Yorkshire
16 Nov 2018
16 Dec 2018
Contract Type

Paraplanner (Flexible working considered)

Job Description Summary:

Come and think independently with an organisation that’s doing the same. We’re determined to help shape a Vibrant Economy in the UK and beyond. It’s why we empower our people to bring new ideas to the table and take the lead in driving them forward. It’s invigorating. It’s inspiring. It’s creating opportunities every day for our clients, our business, and everyone here. So bring your passion, ambitions and ideas, and together, let’s make change happen.

The time you spend outside of work helps shape what you can bring to our firm. We value the commitments you may have outside of work and will consider all flexible working applications.

Grant Thornton are looking for Paraplanners to join the profitable and rapidly growing Wealth Advisory Department.

Working as part of this high-energy team of likeminded people. Our focus is building and protecting wealth, your focus will be supporting our highly talented advisers. Together you will provide an outstanding client service to our high net worth clients.

We would like to recruit talented individuals whether experienced or not, as we will provide you with a tailored ongoing coaching and development plan. Our goal is to enable everyone to reach their full potential we provide a clear career pathway with study options to support this. There is also a flexible benefits package with 22 days paid holidays.

For ambitious talented people this is a great opportunity to start your career with the backing of Grant Thornton.

Job Description:

What you’ll be doing:

  • Produce detailed, clear and accurate suitability reports in line with the client's objectives within agreed timescales.
  • Oversee all resulting transactions, ensuring they are competed promptly and correctly; providing the adviser with regular updates.
  • Keep up to date with industry changes that affect the role.
  • Understand and successfully deliver on the different stages of the client journey.

What we are looking for:

  • Excellent oral and written communication skills.
  • Excellent attention to detail
  • Ability to check colleagues’ work to ensure accuracy.
  • Ability to provide feedback to colleagues.
  • Self-starter and able to manage own time effectively
  • Ability to follow processes and procedures as laid down by the Firm.
  • The candidate will need to be interested in the Wealth Advisory brand and be willing to conduct own research, ensuring their market knowledge is up to date.
  • Be proactive with own development and ask for training where needed.
  • Strive to pass on knowledge by coaching and mentoring, to help build a high performing team.
  • Adhere to the Financial Conduct Authorities requirements of Treating Customers Fairly (TCF).

Education, Experience, Qualifications:

  • Financial Services experience desirable
  • Paraplanner experience essential

Passionate about supporting, advising and helping businesses achieve their potential, you’ll be someone who wants to make a difference and shape your career and a Vibrant Economy. You’ll have strong technical skills and experience of providing clients with quality services.

You should be commercially focused with the ability to deliver innovative solutions.  You should be focused on self-development as well as having the desire to coach, mentor and develop your colleagues. You must also share our CLEARR values – Collaboration, Leadership, Excellence, Agility, Respect and Responsibility.

We’re looking for people who have a strong connection with and share our core beliefs:

  • Profit with a purpose that leads to a sustainable business
  • We create sustainable value for our clients
  • We are better together
  • Our CLEARR values underpin all we do
  • We never compromise on quality

What Grant Thornton can offer you:

  • Industry experience
  • Ability to gain professional qualifications (CIIA)
  • Clear career progression
  • Ability to get involved in projects which benefit the wider community and Global Firm