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Junior Paraplanner, Royal Wootton Bassett (BW-2030)

£24000 - £30000 p.a. (depending on experience) + Bonus scheme

Junior Paraplanner
Royal Wootton Bassett
Salary £24,000 - £30,000 p.a. (depending on experience) + Bonus scheme

We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service. They are a growing firm looking for a Junior Paraplanner to join the team and assist in this mission.

Junior Paraplanner - Role Overview

  • To support the Advisors to help them when informing & advising clients on financial strategies, plans and products. Prepare and organise the technical tasks, illustrations, and reports as required.

Key Responsibilities:

  • Prepare Suitability Reports including, Replacements, New Business, Ongoing Advice to include decumulation, ensure cases are fully compliant 
  • Fully analyse clients’ requirements, develop cash flow models and accurately record client data;
  • Research and analyse financial products to meet client requirements and objectives;
  • Take full responsibility for the client files and back office IT records throughout the advice process;
  • Deal with general client queries by supporting the advisors and Client services team – Including but not limited to Pension Withdrawals / Trust Amendments /Investment Withdrawals / Bereavements
  • Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;
  • Work within and stay up to date with advice framework changes;
  • Conduct Research; Create illustrations; prepare supporting documentation, prior to sale
  • Provide Technical Support to Advisors and client services team
  • Ensure that cases are complete post-sale with all required client identification documentation and necessary application forms;
  • Process applications accurately and record the required management information;
  • Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
  • Project a professional image in both appearance and attitude and provide quality support on time to agreed standards; 
  • Attend and contribute to regular update meetings with the Team; 
  • Maintain technical competence at an appropriate level to meet the requirements of the role
  • Maintain a good working relationship with colleagues, clients and third parties.

About You

Knowledge and experience:

  • Knowledge of relevant regulation and legislation;
  • Experience of client management systems;
  • Previous experience of dealing with client enquiries, with the ability to investigate concerns / complaints and provide a satisfactory solution.
  • Previous Financial Services Admin / paraplanning experience within an IFA or Wealth Management environment (essential);
  • Minimum Level 4 Diploma PFS qualified or working towards it (or significant industry experience);
  • Familiar with research systems (e.g. Analytics, Voyant etc.)(Desirable not essential); 
  • Experience in the administration of Wealth Management Products Pension / Protection / Mortgage / IHT and Investment products(Desirable)

Skills and behaviours:

  • Exceptional attention to detail / Able to transpose information accurately;
  • Strong numeracy & written skills;
  • Comfortable creating Suitability Letters;
  • Confident in dealing with third parties and can work with total discretion;
  • Highly organised with excellent communication skills;
  • Broad experience of Microsoft Office (Outlook, Word, Excel); 
  • Manages time effectively with the ability to multi-task;
  • Keeps calm when faced with conflicting demands and handles these effectively;
  • Demonstrates a positive can do attitude at all times;
  • Works well on own tasks as well as on shared goals as part of a team;
  • Enthusiasm to help clients.
  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
  • Uses experience to provide support to the administration team, and fully supports the needs of the advisers. 
  • Open to change with a creative approach to problem solving


  • a bonus of up to 20% of salary 
  • a 5% employer pension contribution 
  • £100,000 death in service cover 
Royal Wootton Bassett
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: