Paraplanner

Location: Richmond (Hybrid Working) Salary: £55,000 per annum + Benefits

An exciting opportunity has arisen for a experienced Paraplanner to join a well-established and growing financial planning firm.

This role offers the chance to work closely with experienced Financial Advisers, providing high-quality technical support and helping to deliver tailored financial planning solutions to clients.

The successful candidate will join a supportive and collaborative team environment, with excellent opportunities for career progression, ongoing training, and support towards Chartered status.

Following an initial training period, the role offers a hybrid working arrangement, combining remote working, office-based collaboration, and in-person meetings depending on business and client needs.

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• Conduct detailed financial analysis to support the preparation of comprehensive financial plans.
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• Gather and organise client information, including income, expenditure, assets, and liabilities.
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• Use financial planning software to model scenarios and cashflow projections.
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• Prepare suitability reports, investment recommendations, and technical research.
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• Assist advisers in developing and implementing bespoke financial strategies.
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• Research financial products and investment solutions.
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• Ensure all work complies with FCA regulations and internal procedures.
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• Maintain accurate and up-to-date client records.
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• Keep abreast of market developments, legislation, and regulatory changes.
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You will be a highly organised and analytical professional with strong technical knowledge and a genuine passion for financial planning.

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• CII Level 4 Diploma qualified (or equivalent) with substantial paraplanning experience.
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• Ambition to progress towards Chartered Financial Planner status (fully supported).
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• Minimum of 5 GCSEs (or equivalent), including Maths and English.
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• Good understanding of pensions, investments, personal tax, estate planning, and protection.
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• Ability to perform basic tax calculations.
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• Proven experience in an established Paraplanning role within a financial planning environment.
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• Strong understanding of the end-to-end financial planning process.
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• Experience with financial planning and back-office systems such as Genovo and/or Intelliflo Office.
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• Excellent analytical and report-writing skills.
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• Strong organisational abilities and attention to detail.
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• Ability to prioritise workloads and meet deadlines.
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• Effective communication skills, both written and verbal.
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• Proficient in Microsoft Word, Excel, and Outlook.
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• Team-oriented with a proactive and professional approach.
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• Competitive salary of £55,000.
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• Hybrid working arrangement.
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• Comprehensive benefits package.
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• Full support for professional qualifications and Chartered status.
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• Clear opportunities for career progression.
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• Collaborative and supportive working environment.
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If you are an experienced Paraplanner looking to join a forward-thinking financial planning business in Richmond, this is an excellent opportunity to take the next step in your career.