Paraplanner

Jenson Fisher Consulting Ltd; Glasgow; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading independent financial advice business in Glasgow is seeking a diploma-qualified Paraplanner to join their team. The role involves providing detailed research, support, and client reporting within a hybrid working environment. Competitive salary up to £45,000 plus benefits, making it an excellent opportunity for motivated professionals in the financial sector.

Benefits

26 days holiday plus bank holidays & birthday

5% flexible benefit allowance

Annual discretionary bonus linked to sales and personal KPIs

Aegon pension plan

Qualifications

• Diploma qualified Paraplanner with general financial planning knowledge.
• Experience in IFA/Wealth Management environment.
• General knowledge of pension and investment markets.

Responsibilities

• Provide research, analysis, and technical support for financial advisers.
• Prepare recommendation reports based on client circumstances.
• Maintain accurate client records in back-office systems.

Skills

General knowledge of financial planning areas

Client analysis

Research and analytical skills

Education

Level 4 Diploma in Financial Planning

5 GCSEs including English and Maths

Job description

Paraplanner

Glasgow - Hybrid Role

To £45,000, plus excellent benefits

Our client is a progressive independent financial advice business, with offices across the UK. In complex markets that change frequently, they help Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Our client in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, they deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.

They now require a diploma qualified Paraplanner to join this growing organisation. The Paraplanner is highly respected in the firm and regarded to be a technical and motivated individual working closely with a team of financial advisers, to provide research and report writing. The Paraplanner will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service.

Responsibilities

Understanding our clients’ financial situation & objectives

• Providing research, analysis & technical support


• Preparing recommendation reports


• Maintaining client records


• Analyse clients’ circumstances, objectives & risk profile


• Identify missing client information pertinent to formulating recommendations


• Liaise with financial advisers to query/challenge proposed recommendations where necessary

Providing research, analysis & technical support

• Provide research on all relevant advice areas, products, and investment solutions


• Prepare information / comparisons, ready for analysis by the adviser


• Use of company-approved research systems to assist analysis


• Cashflow modelling analysis

Preparing recommendation reports

• Produce client suitability reports confirming new recommendations in accordance with


• the Company’s internal standards and compliance procedures


• Obtain accurate illustrations, key features, and other relevant paperwork for advisers’


• presentation meetings with clients


• Assist in the completion of remedial actions following quality checking

Maintaining client records

• Maintain accurate and up-to-date client and plan records on back-office system


• Ensure all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures


• Create, manage, and complete tasks on the back-office system in accordance with Company procedures


• Completion of other reasonable duties, as defined by the Senior Management Team.

Required Knowledge

• General knowledge across a wide range of financial planning areas such as pensions, investments, protection, and estate-planning (including use of Trusts)


• Experience in an IFA/Wealth Management environment


• For Paraplanners involved in corporate client work:

• 
  
  
  
  • General knowledge of the employee benefits/corporate pensions/business protection markets
  
  
  • Experience in an employee benefits/corporate pensions environment
  
  
  
  

Essential Qualifications

Attainment of the Level 4 Diploma in Financial Planning

• 5 GCSEs passes or equivalent including English and Maths

Benefits/Remuneration package:

• Salary to £45,000


• Probation Period 3 months


• 37.5 hours per week


• 5% flexible benefit allowance for death in service, income protection, buying holidays, private medical etc (this is not paid out of salary)


• 26 days holiday plus bank holidays & birthday


• Aegon pension, based on auto enrolment contributions


• Annual discretionary bonus, linked to sales and personal KPIs