Our client is a growing, friendly, independent financial planning firm looking for an organised and competent Paraplanner.

Your role as a Paraplanner will be to support the Financial Planner to ensure they deliver high quality service and advice to clients.

Your responsibilities:

• Completing analysis of client’s products
• Preparing financial plans.
• Researching suitable product recommendations to meet client’s objectives.
• Writing suitability reports.
• Maintaining records
• Keeping clients up to date and ensure that completion of reports and advice is delivered timely and accurately.
• Organising the implementation process of new clients
• Arrange for completion of application forms, submitting paperwork, executing fund switches, top ups, withdrawals and inter-plan transfers.
• A sound knowledge of the Annual Review process.
• Producing illustrations, gathering documentation and completing product, plan and fund research.
• Compliance file checking and making sure client data and information is correct.

We are looking for someone who is highly organised and thrives in a busy environment. Excellent interpersonal skills and communication skills are essential.

Key Skills:

• Analytical mindset with excellent attention to detail.
• Data interpretation and research skills.
• Proactive and confident
• Ability to work well as part of a team, mentoring and supporting junior and/or inexperienced team members
• Time management and organisational skills; able to work to deadlines and manage workloads.
• Excellent IT skills and proficient in the use of Microsoft Office Products

You need to have:

• Minimum 3 years in a similar role within a financial planning firm
• Level 4 Certificate in Paraplanning

A competitive salary and hybrid working is offered.