- Established firm
- Financial support with exams
- Future career progression
Fram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team. This opportunity has arisen due to internal career progression—a paraplanner transitioning to a trainee advisor role—and the addition of a seasoned financial advisor to the firm.
Our client is looking for candidates with existing paraplanning experience or those with IFA administrative experience ready to take the next step in their career. The successful candidate will work closely with both the administration team and financial advisors in a one-to-one capacity. While the role is primarily office-based, the firm offers flexibility when needed.
Salary is competitive and will be determined based on experience and qualifications. The firm is committed to personal career development, offering full support for RO study, including exam costs. This is a fantastic opportunity for someone who is passionate about growth within the financial planning sector.
Responsibilities will include:
- Fund, market, product, technical and financial research, and analysis, at client level and company level, with accurate documentation and follow up
- Interpreting and analysing data obtained from Advisers and 3rd parties
- Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements
- Independently identifying planning needs
- Implementing and evidencing clear centralised paraplanning procedures
- Consulting with the Advisers on client investment, pension, protection, and tax planning, making suggestions to the Advisers and confirming proposed actions to the client
- Follow up with clients and platform providers
- Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal
- Coordination of ongoing client assessments of suitability and the drawdown review service
- Review investment portfolios, performance, and asset allocation
- Carry out due diligence
- Submitting business and managing the case to completion
- Managing, recording, and monitoring client reviews
- Assisting with the writing of technical communications for mass communications to clients and professionals
- Project work
- Preparation of existing client files for review and managing review requirements to ensure all client files are compliant
- Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes, and following up with the client
- Providing technical support to the Advisers and other team members
- Answering technical client queries
- Updating the company's research file
- Accurate system updating on IO
- Other ad hoc duties as required.
The ideal candidate will have a solid background in paraplanning or IFA administration. They should be highly organised, methodical, and possess exceptional attention to detail. Strong communication, numerical, and IT skills are essential for success in this role. Proficiency in using a range of online platforms and back-office systems like Intelligent Office (IO) is a must, along with experience in cash flow modelling software. Additionally, the candidate should be comfortable using Office 365 applications, including Word, Excel, and Outlook.