Paraplanner

Financial Divisions; Billericay; On-site; GBP 42,000 - 62,000; Full time

Job summary

Financial Divisions is seeking an experienced Technical Paraplanner to join its wealth management team in the Basildon/Essex area.

Working with Financial Advisers, you will deliver high-quality technical paraplanning support across pensions, investments, trusts and cash-flow forecasting, including FE Analytics and ONM analysis, and prepare robust suitability reports and recommendations for complex client circumstances.

Qualifications

• Strong technical paraplanning experience.
• Whole-of-market research experience.
• Good knowledge of pensions, investments and trusts.

Responsibilities

• Provide high-quality technical paraplanning support across a varied range of financial planning cases.
• Research and analyse complex client circumstances, developing solutions and preparing suitability reports and recommendations.
• Work across different Advisers and advice styles, adapting to different requirements.

Skills

Technical paraplanning

Cash-flow modelling

Market research

Report writing

Paraplanning knowledge

Tools

FE Analytics

ONM

Job description

Technical Paraplanner route to Financial Adviser

Are you an experienced Technical Paraplanner looking for a role where your technical expertise is genuinely valued?

An established and growing wealth management business, with offices conveniently located for candidates across Basildon and surrounding Essex areas, is looking to appoint an experienced Technical Paraplanner to join its team.

This is a fantastic opportunity for an experienced paraplanner who enjoys the technical side of financial planning, wants to work closely with experienced Advisers and is looking for a business where they can continue to develop their career.

The Role:

Working alongside a team of Financial Advisers, you will provide high-quality technical paraplanning support across a varied range of financial planning cases.

You will be involved in researching and analysing complex client circumstances, developing appropriate solutions and preparing high-quality suitability reports and recommendations.

The role will cover a broad range of areas, including:

• Pensions and retirement planning
• Investments
• Trusts
• Whole-of-market research
• Cash-flow forecasting
• Inheritance Tax calculations
• FE Analytics
• ONM
• Technical report writing
• Consumer Duty and its application to financial planning

You will work across different Advisers and advice styles, so the ability to adapt, think independently and understand the rationale behind different recommendations will be important.

What We're Looking For

We're looking for an experienced Technical Paraplanner who can bring strong technical knowledge and operate confidently within an IFA / independent financial planning environment.

You'll ideally have:

• Experience working towards Chartered status would be advantageous
• Strong technical paraplanning experience
• Whole-of-market research experience
• Good knowledge of pensions, investments and trusts
• Experience with FE Analytics and ONM
• Strong cash-flow modelling experience

More Than Just Processing:

This is not a role for someone who simply wants to follow instructions.

The business is looking for someone who thinks proactively, understands the wider client picture and can use their technical knowledge to support and challenge Advisers where appropriate.

You'll need to be comfortable working through change, as the business continues to develop its systems, CRM and data processes.

The firm is also embracing new technology and exploring the use of AI within report writing. However, strong fundamental technical knowledge and excellent report-writing ability remain essential.