Paraplanner

Service Service; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A reputable wealth management firm is seeking an experienced Paraplanner to join their team in the UK. This role involves providing holistic financial planning solutions while supporting Financial Planners. Responsibilities include analyzing client requirements, constructing financial planning solutions, and preparing reports. Ideal candidates will have a Diploma in Financial Planning, strong analytical abilities, and four years of industry experience. The firm offers competitive salary, hybrid working, and a robust benefits package.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas close (3-days)

Life Assurance

Health cash plan

Discretionary performance related bonus

Employee Assistance Programme

Qualifications

• Chartered Financial Planner status preferable or willingness to work towards.
• Four years industry experience preferable.
• Excellent administrative skills and analytical skills.

Responsibilities

• Provide holistic financial planning solutions.
• Perform full analysis of client's requirements.
• Prepare financial planning solutions and client reviews.

Skills

Analytical skills

Communication skills

Research skills

Report writing

Education

Diploma in Financial Planning

Job description

My client is a reputable and well established wealth management firm with offices east of Norwich.

At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values.

The Role

As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector.

You’ll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients.

Responsibilities

• Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Requirements

• Chartered Financial Planner status preferable or willingness to work towards
• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
• Four years industry experience preferable • Excellent administrative, research, report writing and communication skills
• Excellent analytical skills with a preference for working in a structured, planned manner
• Ongoing self-development to maintain appropriate level of CPD for role

Benefits

• Competitive salary
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave (plus buy and sell up to 5 days)
• Office Christmas close (3-days)
• Life Assurance
• Health cash plan
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• And lots of flexible benefits to choose from!