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About the Role

As a Paraplanner, you will work as part of a high-performing team to provide comprehensive support to Advisers and Financial Planning Executives. Your role is to deliver efficient, professional, and effective client service with a strong emphasis on quality and accuracy.

Responsibilities

• Analyze client circumstances, portfolios, and objectives to prepare recommendation reports for Advisers.
• Provide high-quality technical, administrative, and research support to Advisers.
• Conduct whole-of-market research for investments, pensions, and protection plans.
• Research asset allocation for client portfolios and analyze existing investments.
• Liaise with the Regulatory & Technical team to ensure compliance.
• Prioritize work by maintaining regular communication with advisers.
• Keep advisers and their support staff updated on advice in the pipeline.
• Build strong working relationships with internal teams and third-party product providers.
• Attend and contribute to internal and external meetings.
• Maintain accurate and efficient client records and data.
• Participate in ad hoc projects and tasks as required.

Requirements

• CII Diploma in Financial Planning (minimum).
• Ability to produce comprehensive, accurate, and clear recommendation reports.
• Experience analyzing client circumstances and objectives for holistic financial advice.
• Proficiency in complex report writing.
• Experience liaising with third-party providers.
• Excellent grammar, spelling, and punctuation skills.
• Excellent interpersonal and communication skills.
• High standard of personal organizational and time management skills.
• Experience within Private Wealth Management.
• Experience working to targeted service standards and procedures.
• Good working knowledge of regulatory requirements.
• Ambitious and goal-oriented.
• Evidence of continual learning and development of skills and knowledge.
• Experience working unsupervised with a high level of self-motivation.
• Good IT skills including MS Office, MS Outlook, MS Excel, and back-office systems.

Skills

• Financial Planning
• Report Writing
• Client Analysis
• Investment Research
• Pension Research
• Protection Plan Research
• Asset Allocation
• Regulatory Compliance
• Communication
• Interpersonal Skills
• Organization
• Time Management
• Private Wealth Management
• IT Proficiency (MS Office, Outlook, Excel, back-office systems)

Location

• Hybrid

Work Type

• Full-time

Experience Level

• Diploma qualified

Education Level

• Diploma

Benefits

• True hybrid working model
• Company discretionary bonus scheme
• 24 holidays (increasing to 26), plus 2 additional paid Christmas shut down days
• Company Pension scheme
• Private Healthcare (after qualifying period)
• Group Income Protection
• Life Assurance
• Eye Care Scheme
• Wellbeing programme
• Bike to Work Scheme
• Full support with professional qualifications

About the Company

• Award-winning team