Paraplanner

Strategic Solutions Financial Services; Bournemouth; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Discretionary Annual Bonus

Pension

CII Exams and study leave

Job summary

Strategic Solutions Financial Services in Bournemouth is seeking an experienced Paraplanner to join our respected financial services practice. You will be part of a centralised paraplanning team enabling advisers to deliver outstanding financial planning advice to clients.

You will demonstrate excellent technical skills and meticulous attention to detail, taking ownership of new business cases across a range of technical areas and supporting advisers with high-quality documentation and

Qualifications

• Minimum 3 years experience in Financial Services Paraplanner.
• Strong written and verbal communication.
• Ability to prioritise workload and meet deadlines.
• Comfortable using initiative and work independently.
• Proficient with Word and Excel.
• Attention to detail and meticulousness.
• Ability to customise reports for client-friendly language.

Responsibilities

• Working closely with advisers to finalise advice requirements, including analysing and reviewing existing arrangements.
• Preparing client-facing letters and reports to a high standard, following our internal processes and procedures.
• Putting together complete and compliant files, ensuring advice and supporting documentation meet with FCA regulations.
• Using a variety of platform and provider systems to key new business and collate sign up documents.
• Effectively using a number of research tools to analyse, research and evidence the advice.
• Provide detailed and technical support to advisers in a range of product areas.
• Liaise with platforms, providers and third parties to obtain information, quotes, illustrations and product details.

Skills

Technical skills

Attention to detail

Ownership of cases

Written communication

Verbal communication

Team collaboration

Independent work

Paraplanner experience

Pensions knowledge

Education

Diploma level qualifications

Advanced Diploma

Tools

Microsoft Word

Microsoft Excel

FE Analytics

CashCalc

O&M

True Potential

Job description

An exciting opportunity for an experienced Paraplanner to join our respected financial services practice in Bournemouth.

The successful candidate will be employed as a Paraplanner within a well-established, centralised Paraplanning team that enables advisers to deliver outstanding financial planning advice to clients.

You will have excellent technical skills and meticulous attention to detail and be required to take ownership of new business cases in a variety of technical areas.

Full-Time Permanent Position

• Salary: Up to £40,000 depending on experience

Company Benefits

• Discretionary Annual Bonus
• Pension
• CII Exams and study leave

Duties will include but not limited to

• Working closely with advisers to finalise advice requirements, including analysing and reviewing existing arrangements.
• Preparing client-facing letters and reports to a high standard, following our internal processes and procedures.
• Putting together complete and compliant files, ensuring advice and supporting documentation meet with FCA regulations.
• Using a variety of platform and provider systems to key new business and collate sign up documents.
• Effectively using a number of research tools to analyse, research and evidence the advice.
• Provide detailed and technical support to advisers in a range of product areas.
• Liaise with platforms, providers and third parties to obtain information, quotes, illustrations and product details.

Successful candidates will

• Have the confidence to take ownership of work and challenge the advice and information if needed.
• Have exceptional written and verbal communication skills.
• Take pride in producing quality work for advisers.
• Work well in a team environment.
• Be comfortable using their own initiative and work independently on cases.
• Have the ability to prioritise workload and often conflicting deadlines! Be self-disciplined and organised, with the ability to manage your own workflow.
• Be able to customise reports, adding bespoke wording in a way that helps convert technical jargon into client friendly language.
• Use of Microsoft (specifically Word and Excel).
• Have worked within the Financial Services profession for at least 3 years, with prior experience in the Paraplanner role
• Personal Pensions
• Drawdown & Annuities

Ideal experience

• Estate planning and Trusts
• Taxation
• Basic understanding of investment solutions and risk management

Specialist expertise that would set you apart

• Alternative Investments such as: EIS and VCT
• Defined Benefit transfers
• Mortgages & Equity Release
• Long-Term Care

Ideal experience, but not essential

• True Potential back-office system
• O&M
• CashCalc
• FE Analytics
• Various platforms and providers
• Advanced Diploma or Diploma level qualifications are favourable, but no formal qualifications are required to apply
• There is potential for exam progression, but again this is not required.