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Paraplanner (BW-1586)

£30000 - £35000 plus benefits


You will provide paraplanning support to Financial Advisers. Working with a team of advisers, paraplanners and support staff, you will have the responsibility of support for a team of advisers.

Key Responsibilities

  • As an integral part of the advice process, you will help the advisers to increase business income in line with the company’s business plan.
  • You will provide support with fund research and analysis, product comparison, charges analysis, compiling of suitability reports and detailing the recommended advice to suit each client’s needs, record, monitor and report on progress, report any obstacles or deviations from the agreed timescales to the Financial Adviser, compliance preparation and general administration duties and will be expected to help the team wherever possible
  • You will provide product knowledge based technical information to clients
  • You will be aware of the firm’s duties under the Proceeds of Crime Act & Data Protection Act
  • You will embrace the firm’s policy and commitment to the principle of Treating Customers Fairly when performing your duties, and know the benchmarking for TCF

About You and Your Key Skills

  • You will be a team player, who has strong inter-personal and communication skills.
  • You will be able to prioritise and manage your workload through excellent time management skills and the use of your initiative
  • You will be adaptive and can re-organise tasks at short notice
  • You will have a working knowledge of and proficiency in research tolls such as Select a Pension, FE Analytics, Exchange, Assureweb and Cashflow forecasting tools along with MS Word, MS Excel, and MS Outlook
  • An experience of the IFA back-office systems such as ‘Intelligent Office’ is preferred
  • You will have experience of Discretionary fund Managers and Model Portfolios
  • You will have experience working with templated suitability reports
  • You will have excellent communication skills both verbal and written
  • You will have a high attention to detail and client confidentiality

Job Challenges and Problem Solving

  • To prioritise daily activities and respond effectively and efficiently to enquiries
  • To be professional and tactful in all areas of communication with clients and other contacts
  • To provide support to the team, when required, in addition to own duties
  • To build an ongoing relationship with product providers and third parties
  • To take ownership of problems and ensure their successful resolution
  • To maintain a good standard of technical knowledge

Qualifications & Experience

  • At least 2 years paraplanning experience
  • Hold the Level 4 Diploma in financial Planning (or equivalent qualification)
  • Competent with Word, Excel, PowerPoint, etc
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
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