Paraplanner

Service Service; Essex; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A well-respected financial planning firm in the United Kingdom seeks a Paraplanner to join their team. This role involves writing suitability reports, conducting market research, and maintaining client records through effective use of CRM systems. Suitable candidates may come from various experience levels, whether partly qualified or fully qualified with significant experience. Benefits include exam sponsorship and hybrid working opportunities.

Benefits

Group DIS x 4

Exam Sponsorship

Group income protection

Pensions scheme

Generous holiday allowance

Qualifications

• Experience in paraplanning duties such as report writing and research.
• Exposure or qualification in financial planning is preferred.
• Strong understanding of regulatory compliance and consumer duty principles.

Responsibilities

• Write suitability reports for clients of the firm's IFAs.
• Conduct whole of market research.
• Use CRM system to maintain accurate client records.

Skills

Report writing

Market research

CRM system usage

Client communication

File reviews

Education

Level 4 qualification in financial planning

Tools

FE Analytics

O&M Pension Profiler

Assureweb

Job description

My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner.

My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis.

All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business.

Core Duties

• You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature.
• You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems
• You will be expected to competently use my clients CRM system to ensure clients records are kept accurately
• You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc.
• You will carry out file reviews
• You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved
• You will ensure clients are correctly invested every time.
• You will adhere to consumer duty principles and the delivery of correct client outcomes
• You will carry out client contact when required
• You will assist with IC project work
• You will carry out adhoc Project work when required

BENEFITS

Group DIS x 4

Exam Sponsorship (aim to pass 2 exams per year)

Group income protection (After 2 years)

Pensions scheme 5 & 5%

23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave.

WFH/hybrid working post probation dependent on experience and location