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Paraplanner, Plymouth (BW-1730)

£35000 - £40000 plus benefits
This holistic Financial Planning firm believe in doing things differently. Their team of experienced financial professionals are united by a shared belief in the value of simplicity, transparency, and openness. They offer a comprehensive planning and advisory service to their clients and they are now looking to strengthen their support team with the addition of an experienced paraplanner to join this busy friendly office.
In this role you will be responsible for providing excellent service to the Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.
The Role:
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
  • Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
  • Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
  • Conduct fund research 
  • Review asset allocation for any investment/pension holdings
  • Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
  • Preparation of fund switch and encashment letters according to advice provided.
  • Liaise with Product Providers / Third Parties regarding any technical queries


About You
  • 3 to 4 years or more experience of working in a similar role 
  • Practical application of technical financial knowledge 
  • Previous data research and report writing experience within a Financial Planning firm
  • Excellent working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
  • Highly professional mindset with a proven approach to customer service and proud to deliver the best solutions for the clients
  • Flexible and proactive approach to getting the job done
  • A strong team player who enjoys learning and developing 
  • Be someone who enjoys work and keen play a key role in the business’ continued success!
Skills & Qualifications:
  • Fully Diploma qualified
  • Good understanding of the Financial Planning process
  • Strong interpersonal skills, both written and verbal communication
  • Customer service skills – providing an excellent service to the adviser and client
  • Excellent planning and organisational skills
  • Ability to work effectively to deadlines
  • Accuracy and attention to detail to balance demands of role
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: