Paraplanner

Nelson Scott LLP; City of Westminster; Remote; GBP 35,000 - 55,000; Full time

Job summary

A financial services company is seeking a talented Paraplanner to join their remote team. In this role, you will support Financial Planners by preparing suitability reports, conducting technical research, and ensuring accurate client records. Candidates must be Level 4 qualified and ideally have Level 6/Chartered status. Excellent communication skills and a strong understanding of FCA guidelines are essential. The role also offers a competitive salary and various benefits, including private medical insurance and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Must be Level 4 qualified - CII, Diploma in Financial Planning.
• Demonstrable experience of paraplanning with solid technical knowledge.
• Excellent communication skills to explain complex issues.

Responsibilities

• Prepare suitability reports for various advice types and financial products.
• Carry out technical research as necessary.
• Collaborate with Financial Planners to enhance client experience.

Skills

Communication skills

Technical research

Stakeholder management

Understanding of FCA's COBS requirements

Education

Level 4 qualified - CII, Diploma in Financial Planning

Level 6/Chartered status

AF7 certification

Job description

We're seeking a talented individual to join our remote based central team which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters.

As a fully remote role.

What's in it for me?

As a Paraplanner you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from.

Responsibilities

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
• Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved
• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
• Responsible for managing process, tasks and complying with FCA guidelines

Qualifications

• Must be Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning
• Level 6/Chartered status would be an advantage, as would AF7
• Demonstrable experience of paraplanning gained with a proven solid technical knowledge and track record of delivering written financial advice
• Excellent communication skills with the ability to explain complex issues in writing and face-to-face
• Very strong understanding of the FCA's COBS requirements for suitability
• Good stakeholder management with positive influencing skills

Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave