Paraplanner

Are you a Paraplanner looking for more than just another job?

Become part of a forward-thinking financial planning firm where your expertise is trusted, your ideas are valued, and your development is supported.

Benefits:

Salary up to £50k

Hybrid working after 3 months’ probation (then 1 week 3 days office, 2 days home, 2nd week 3 days home, 2 days office)

Death in Service x 2 salary (after probation)

Auto enrolment Pension

23 Days holiday

Responsibilities include:

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• Produce accurate and compliant suitability reports across pensions, investments, protection and estate planning.
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• Conduct technical research to support advisers in delivering tailored financial planning solutions.
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• Analyse client information and make appropriate recommendations based on individual objectives.
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• Prepare and review cashflow planning reports using financial planning software.
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• Liaise with providers to obtain policy information, valuations and illustrations.
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• Ensure all recommendations comply with FCA regulations and internal compliance standards.
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• Support Financial Advisers before and after client meetings by preparing meeting packs and technical documentation.
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• Maintain accurate and up-to-date client records using the firm's CRM system.
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• Keep abreast of legislative, regulatory and product changes within the financial planning sector.
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• Manage your own workload effectively, ensuring deadlines and service standards are met.
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• Build strong working relationships with advisers, administrators and external providers.
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• Assist with complex cases and provide technical support across the wider financial planning team.
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• Review and check documentation to ensure accuracy before submission.
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• Contribute to continuous improvements in processes and client service delivery.
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Skills and experience required:

• Experience: Minimum of 2 years proven experience in a paraplanning role or similar, writing complex and detailed reports.

• Qualifications: Level 4 Diploma in Financial Planning (or equivalent) or working towards is essential.

• Technical Skills: Strong technical knowledge of pensions/retirement planning, investments, tax planning and regulation within the financial services industry.

• Communication Skills: Excellent written and verbal communication skills with the ability to explain complex financial concepts in an accessible manner.

• Attention to Detail: Excellent attention to detail and organisational skills in all aspects of the role, including multitasking and time management.

• Team Player: Ability to work collaboratively within a team.

• Regulatory Knowledge: A solid understanding of industry standards with a commitment to continuous learning and a proactive approach to developing and applying new skills.

• Proficient in Microsoft Office: High level of competency using Microsoft Office products including Word, Excel and Outlook.

If you’re interested in finding out more, please apply today!