Paraplanner
Overview
We are seeking an experienced Paraplanner to join a growing and client-focused financial planning firm. This role will involve working closely with Financial Advisers to provide technical support, conduct research, prepare suitability reports, and help deliver high-quality financial planning solutions to clients.
This is an excellent opportunity for a detail-oriented individual who enjoys the technical side of financial planning and is looking to develop their career within a supportive and professional environment.
Key Responsibilities
- Prepare clear, accurate and compliant suitability reports
- Conduct research on pensions, investments, protection and retirement planning solutions
- Analyse existing client arrangements and provide recommendations to advisers
- Prepare client review packs, valuations and supporting documentation
- Undertake fund and product research using industry tools and provider platforms
- Assist with cashflow modelling and financial planning analysis
- Liaise with providers to obtain information and resolve queries
- Ensure all work complies with FCA regulations and internal procedures
- Support advisers in delivering a seamless client experience
Skills & Experience
- Previous experience in a Paraplanner role
- Strong understanding of pensions, investments and financial planning products
- Experience producing suitability reports
- Excellent attention to detail and organisational skills
- Strong written and verbal communication skills
- Ability to manage multiple cases and work to deadlines
- Experience using back-office systems such as Intelligent Office, Xplan or similar
- Level 4 Diploma qualified or working towards completion