Hybrid Paraplanner

ZipRecruiter; Marlow; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading financial advisory firm is looking for an experienced Paraplanner to support its dynamic team. In this role, you will manage client paperwork, provide research support, and assist in preparing compliant advice reports. This is an exciting opportunity to work with high-net-worth clients in a hybrid working environment, allowing for growth through continuous professional development.

Qualifications

• 5+ years of experience as a paraplanner.
• Experience with high-net-worth private clients.
• Strong knowledge of compliance documentation.

Responsibilities

• Assist with client meetings and prepare compliant reports.
• Conduct tax and financial calculations.
• Participate in team meetings and peer reviews.

Skills

Time Management

Client Liaison

Research Support

Problem Solving

Education

Minimum Level 4 qualification

Tools

Voyant

Xplan

Excel

PowerPoint

Outlook

Word

Job description

Job Description

Our client has been providing independent financial advice to individual and corporate clients since the 1990s. Due to ongoing success, they require a further Paraplanner.

This is an amazing opportunity to join a truly dynamic team.

Role and Responsibilities

• Responsible for all paperwork, meeting preparation, and activities for a dedicated list of private clients.
• Provide research support and solutions to the Financial Planning team.
• Prepare compliant advice reports, letters, and recommendations.
• Liaise with the Financial Planner and Investment Team to provide recommendations and solutions.
• Ensure all recommendations meet company standards.
• Complete calculations such as carry forward, Inheritance Tax, CGT, etc.
• Ensure timely preparation of content and identify planning requirements for annual PSA review meetings.
• Attend client meetings with the adviser and complete detailed meeting file notes.
• Prepare and present cash flow models to clients using Voyant software.
• Assist with the preparation and review of compliance documentation.
• Attend weekly task meetings with advisers to provide updates on ongoing cases.
• Participate in bi-weekly team meetings to review and agree on priorities and workloads.
• Peer review and assist with training of trainee team members.
• Complete own CPD within an agreed Training & Competence programme.
• Continuously improve knowledge and skills via professional qualifications.
• Assist the financial planning administrator as needed, especially for more complex cases, involving tasks such as:

o Liaising directly with clients and product providers.

o Managing new business through to completion.

o Conducting LOA research and reporting.

o Handling client queries and post-meeting tasks.

o Ensuring the administrator has all necessary information for preparing new business and reporting documentation.

Desired Skills and Experience

• Minimum 5 years of experience in a similar paraplanning role.
• A 'Can-do' attitude.
• Salary up to £50,000, negotiable based on experience.
• Minimum Level 4 qualification.
• Experience working as a paraplanner for HNW private clients.
• Proficiency with Outlook, Word, Excel, Xplan, PowerPoint.
• Strong working knowledge of Voyant (cash flow modelling tool).
• Ability to manage time effectively and meet deadlines.
• Hybrid working arrangement, two days from home.