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Paraplanner, Nationwide (TB-1603)

£30000 - £33000 plus benefits

Are you looking for a new opportunity to further develop your career within Paraplanning? Our client is a well-respected and established Financial Planner who provide financial advice to both private and corporate clients. Our client us looking for Paraplanners in 

Glasgow, Manchester, Leeds, Liverpool or Birmingham.  London, Basingstoke, Bath and Cambridge.


Prime Responsibilities

  • Research, analyse and compile Financial Planning Reports
  • Handling existing client queries wherever possible
  • Providing research for Asset Allocation on a client’s existing portfolio
  • Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved
  • Servicing existing clients by providing valuations and portfolio updates as and when required
  • Quantifying and analysing clients existing investments


This role will incorporate

  • Conduct research on clients’ financial planning arrangements (existing and recommended); to demonstrate suitability and sustainability to meet the clients stated needs and objectives
  • Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk.
  • Compile investment/pension/protection illustrations, projections and associated documentation;
  • Prepare technical and accurate suitability reports 
  • Prepare client service agreement letters
  • Assist in the management of the Advisers’ client commitments, diary planning and management of fee income, as required.
  • Handle client queries, as required.
  • Ensure client files comply with the company business quality standards;
  • Assist in checking client valuations;
  • Provide support with ad hoc projects and tasks where necessary



About You

  • Desire to develop professionally and achieve high levels of technical knowledge and sales skills
  • To excel and progress within a busy, performance related environment
  • To act in a professional manner always
  • Have a basic knowledge of regulatory requirements
  • At least 2 years’ experience as a paraplanner
  • Experience of working within a high-pressure environment
  • Experience of cash flow modelling and forecasting
  • An eagerness to continuously learn and develop skills and knowledge


Skills & Knowledge

  • Excellent interpersonal skills and telephone manner
  • Excellent personal organisational and administrative planning skills
  • Highly numerate with excellent attention to detail
  • Proven ability to work on own initiative
  • The ability to work well within a team environment and build effective working relationships both internally and externally
  • Good knowledge of Microsoft Office with accurate keyboard skills


Key Benefits

  • Competitive Salary
  • Pension
  • Flexible Benefits Package
  • 25 days plus Bank Holidays
  • Voucher schemes
  • Full support with your own professional development
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: