Paraplanner

www.topfinancialjobs.co.uk - Jobboard; Blaby; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading Independent Financial Adviser firm is seeking a Paraplanner to join their Leicester team. The role involves providing comprehensive support to advisers, including research, analysis, and report writing. Ideal candidates will possess strong communication skills and technical acumen in financial planning. A hybrid working option is available after a successful probation period, with a competitive salary and excellent benefits package.

Qualifications

• Experience in a similar Paraplanning role.
• Proficiency with financial planning software.
• Excellent organizational and communication skills.

Responsibilities

• Provide Paraplanning support including research and analysis.
• Manage own workflows and ensure adherence to compliance standards.
• Prepare detailed suitability reports for clients.

Skills

Provider and product research

Portfolio analysis

Suitability report writing

Fund performance and risk analysis

Cash flow modelling

Time management

Excellent communication skills

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS)

Tools

Microsoft Word

Microsoft Teams

Excel

Outlook

FE Analytics

Job description

Paraplanner

Leicester Outskirts (Our Ref AL1376)

Hybrid role - x2 days working from home (not obligatory), after successful completion of the 6-month probationary period.

Salary £30,000 - £35,000 dep on exp + excellent benefits

A well-established Independent Financial Adviser firm, situated on the outskirts of Leicester, is looking for a personable, bright, and articulate individual to join the Paraplanning department within the company. Your main duties will be to provide Paraplanning support to the company s advisers, including provider and product research, analysis, portfolio analysis, and suitability report writing.

This is a friendly, family orientated company, full of hardworking people and they are looking for a like-minded individual. You must have experience of working in a similar role, undertaking similar tasks and have a good technical understanding of Investment, Retirement, and Pension products and their use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and possess a genuine ability to forge strong relationships with colleagues.

Duties and responsibilities include:

• Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing
• Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision.
• You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.
• Excellent organisational and communication skills.
• Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.

Skills and experience - the ideal candidate will have:

• Experience of producing bespoke technical suitability reports.
• An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems.
• Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports.

• Fund performance and risk analysis
• Cash flow modelling.
• Be able to support senior staff to provide their advisers with robust advice solutions, drawing on your technical knowledge and carrying out appropriate research to justify and evidence the advice given.
• Manage complex cases, from inception to completion and find solutions to technical problems.
• Manage queries and provide suitable remedies.
• Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
• First class time management skills with the ability to prioritise and organise own workload.
• You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.