An exciting opportunity has arisen for a Paraplanner to join a leading financial services firm based in Welwyn, Hertfordshire. This position has become available due to the promotion of the existing member of staff to a Financial Planner role. The firm is dedicated to providing comprehensive and personalised financial planning solutions to its clients and has a strong commitment to excellence.
Key Responsibilities:
- Financial Planner Support: Provide support to financial planners in completing non-client-facing tasks related to the preparation and administration of recommendations.
- Reviewing Client Needs: Collaborate with financial planners to review client information from fact finds, meeting notes, and existing records to understand the client profile, needs, and objectives.
- Research: Conduct relevant research and gather supporting documentation and application paperwork for the advice.
- Financial Plans: Work with financial planners to construct high-quality financial plans for clients, ensuring their accuracy, compliance, and adherence to industry regulations and internal standards.
- Quality Assurance: Ensure client files contain all required documentation to demonstrate compliance and suitability of advice.
- Cashflow Modelling: Prepare lifetime cashflow modelling to develop the client's holistic financial plan.
- Client Queries: Handle client queries as needed.
- Teamwork: Provide support to financial planners and other members of the paraplanning team. Collaborate with administrators to ensure they understand the advice given and their objectives.
- Preparation for Meetings: Assist financial planners in preparing for meetings by completing valuation packs and performing other necessary tasks.
- Meeting Attendance: Attend meetings alongside financial planners to provide support in advising clients and preparing meeting notes when required.
Key Attributes:
- Strong written and verbal communication skills
- Good interpersonal skills, with a supportive team-player attitude
- Excellent organisational, analytical, and problem-solving abilities
- High attention to detail
- Proficiency with financial planning software and tools/reporting on common platform providers
- Strong IT skills (Microsoft Word, Excel, SharePoint, Teams, etc.)
- Commitment to maintaining the highest ethical standards
- Dedication to continued professional development
Knowledge and Qualifications:
- Solid knowledge of financial products and solutions, including pensions, investments (particularly model portfolios), inheritance tax planning, and protection
- Good understanding of UK financial regulations and compliance requirements
- At least two years of proven experience in paraplanning
- Qualified to Level 4 Diploma in Financial Planning
Why Join?
- Competitive salary and benefits package
- Access to ongoing professional development and training
- Collaborative and supportive work environment
- Hybrid working arrangement
This role is perfect for a paraplanner looking to take the next step in their career with a dynamic and reputable firm. If you have a passion for financial planning and meet the above criteria, we encourage you to apply.