Our client is a growing, friendly, independent financial planning firm looking for an organised and competent Paraplanner.
Your role as a Paraplanner will be to support the Financial Planner to ensure they deliver high quality service and advice to clients.
Your responsibilities:
*Completing analysis of client’s products
*Preparing financial plans.
*Researching suitable product recommendations to meet client’s objectives.
*Writing suitability reports.
*Maintaining records
*Keeping clients up to date and ensure that completion of reports and advice is delivered timely and accurately.
*Organising the implementation process of new clients
*Arrange for completion of application forms, submitting paperwork, executing fund switches, top ups, withdrawals and inter-plan transfers.
*A sound knowledge of the Annual Review process.
*Producing illustrations, gathering documentation and completing product, plan and fund research.
*Compliance file checking and making sure client data and information is correct.


We are looking for someone who is highly organised and thrives in a busy environment. Excellent interpersonal skills and communication skills are essential.
Key Skills:
*Analytical mindset with excellent attention to detail.
*Data interpretation and research skills.
*Proactive and confident
*Ability to work well as part of a team, mentoring and supporting junior and/or inexperienced team members
*Time management and organisational skills; able to work to deadlines and manage workloads.
*Excellent IT skills and proficient in the use of Microsoft Office Products
You need to have:
*Minimum 3 years in a similar role within a financial planning firm
*Level 4 Certificate in Paraplanning
A competitive salary and hybrid working is offered.