An experienced Paraplanner is required to work closely with our Financial Planner, providing high-quality service and support to its clients.
This is a HYBRID role.
The ideal candidate will be committed to continuous personal development and will possess a strong understanding of the financial planning process.
Paraplanner Role:
- Collaborate with the Financial Planner to discuss client objectives and assist Financial Services Administrators in gathering necessary information to compile comprehensive financial suitability reports.
- Aid in identifying planning areas and sourcing solutions to meet client needs and objectives, including the preparation of tax calculations when necessary.
- Ensure client information is collected and maintained in accordance with 'know your client' principles and company policy.
- Verify that all compliance documentation is accurate and complete when presenting suitability reports and recommendations.
- Prepare suitability reports and recommendations for approval by the Financial Planner, adhering to company policy, and prepare any necessary client documentation.
- Conduct fund research and analysis to support Financial Planner recommendations.
- Maintain and update suitability report templates to ensure compliance with regulatory and tax year changes.
- Manage a library of suitability report templates and conduct due diligence research on funds, providers, and platforms.
- Prepare and communicate monthly Cumulative return tables to Financial Planners and Team Leaders.
Paraplanner Skills & Qualifications:
- Diploma Level 4 or close to achieving it.
- A solid understanding of the financial planning process.
- Commitment to delivering quality service.
- Excellent client communication and relationship-building skills.
- Ability to work collaboratively within a team.
- Strong planning and prioritisation skills.
- Proficiency in using systems and processes relevant to the role.
- Demonstrated honesty, integrity, and ethical conduct.
- Adaptability and enthusiasm for the role.
- Dependability and a strong personal commitment to achieving outcomes.
- Ability to work independently without supervision.
What is in it for you??
A very competitive base salary, negotiable, between £40,000 and £50,000, hybrid working, continuous career development, exam support, comprehensive benefits.