Give us a call on 0117 379 0818


£32000 - £38000 plus benefits
We are delighted to represent this firm of Chartered Financial Planners who have an excellent reputation of investing and developing in its team. They are looking for a passionate Paraplanner to join the firm, someone who is looking for an opportunity to develop professionally, grow technically and become part of an excellent team of paraplanners. When not delivering first class advice to its personal and corporate clients, the company is busy giving back to its local community. They are proud to be supporting a number of charitable trusts and foundations.
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.
  • To work within the Fidelius Paraplanner licence framework.
  • Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
  • Conduct fund research using the Fidelius panel or FE Analytics where appropriate.
  • Review asset allocation for any investment/pension holdings
  • Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
  • 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.
  • Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.
  • Liaise with Product Providers / Third Parties regarding any technical queries
About You
  • 2 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!
  • Ideally experience with using iO back office software
Skills & Qualifications:
  • Fully Diploma qualified
  • Good understanding of the Financial Planning process, including cashflow modelling
  • 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
  • 25 working days in addition to the normal  Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days.
  • Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year. 
  • Group Life Assurance
  • Group Pension Scheme
  • Private medical Insurance
  • Group Income Protection
Bath / Chelmsford / Cheltenham
Job Role: 
Employment type: 
Employed (Full Time)
Reference Number: