Paraplanner - hybrid working 2 days office 3 days home

ZipRecruiter; Bath; On-site; GBP 30,000 - 45,000; Full time

Job summary

A growing wealth management business is seeking a Paraplanner to support Financial Planners by producing quality documents and providing technical support. The ideal candidate will have experience in financial services and a strong customer focus.

Qualifications

• Experience as a Paraplanner within Financial Services.
• Strong customer focus to achieve the best outcome for clients.

Responsibilities

• Assist Financial Planner in formulating advice to clients.
• Provide research and analysis of investment funds and financial products.
• Prepare Financial Plans outlining current position and desired goals.

Skills

Interpersonal Skills

Customer Service

Planning

Organizational Skills

Attention to Detail

Education

Diploma Qualified

Tools

Microsoft Office

IO Back-office Software

FE Analytics

Job description

Job Description

Reed Financial Services are representing a forward-thinking and growing wealth management business that is committed to providing the very best financial advice through their top-quality teams. They currently have an opportunity for a Paraplanner to join either of their offices due to expansion.

In this role, you will be responsible for providing excellent service to the Financial Planners by producing quality documents that provide clear advice to the client, based on solid market research and the client’s financial objectives. This role is ideal for someone who has experience as a Paraplanner within Financial Services and is looking to join an exciting growing company.

Technical Support and Knowledge

• Assist the Financial Planner in formulating advice to the client, providing technical support and guidance where appropriate.
• Review client objectives to ensure they are clear, concise, and achievable, considering the client’s financial circumstances.

Research and Recommendations

• Provide research and analysis of investment funds and financial products, considering the client objectives.
• Conduct fund research using the Fidelius panel or FE Analytics where appropriate.
• Review asset allocation for investment/pension holdings.
• Complete financial cashflow forecasts, demonstrating the clients' current and future financial position.
• Prepare Financial Plans outlining the current position, desired goals, and steps to achieve them.
• Prepare fund switch and encashment letters based on advice provided.
• Obtain applications, key features documents, factsheets, illustrations, and product comparison quotes, providing clear research of the advice.
• Liaise with Product Providers / Third Parties regarding technical queries.

Essential Skills

• Previous experience in a similar role within financial services.
• Practical application of technical financial knowledge.
• Experience in data research and report writing within financial services.
• Extensive experience with Microsoft Office products (Word, Excel, Outlook, PowerPoint) or similar tools.
• Professional approach with a strong customer focus to achieve the best outcome for clients and the business.

Desirable Skills

• Experience working in a small to medium-sized financial services environment.
• Experience with IO back-office software.
• Experience with FE Analytics research tool.
• Experience working in environments of significant change.
• Experience working with a Discretionary Fund Manager.

Skills & Qualifications

Essential:

• Fully Diploma qualified.
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal.
• Excellent customer service skills.
• Strong planning and organizational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail.

Desirable:

• AFPC qualification or working towards it.
• Understanding of cashflow modelling.
• Broad knowledge of the Financial Services Industry and high-level technical knowledge.
• In-depth knowledge and experience with cashflow modelling.
• Ability to manage and complete projects.