Paraplanner

Michael Page (UK); Grantham; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player seeks a dedicated Paraplanner to join their client-focused team in Grantham. In this role, you'll prepare essential documentation and collaborate closely with experienced Financial Advisers to deliver high-quality financial advice tailored to clients' needs. This position offers a unique opportunity for ongoing learning and professional development within a supportive environment, ensuring that you stay informed on the latest industry changes. If you are passionate about financial services and eager to contribute to a boutique firm, this is the perfect opportunity for you.

Qualifications

• Experience in IFA or wealth management settings.
• Strong understanding of financial products and regulations.

Responsibilities

• Prepare new business documentation and client review packs.
• Collaborate with advisers to interpret financial advice.
• Produce and update client portfolio valuations and reports.

Skills

Financial Advice

Client Communication

Organizational Skills

Investment Knowledge

Pensions Knowledge

Protection/Life Cover Knowledge

Tax/Trust Arrangements Knowledge

Education

Level 4 Diploma

Job description

• Role providing exposure across a full range of products
• Chance to directly contribute to delivering high-quality financial advice

About Our Client

The client is a boutique financial services firm offering high-quality mortgage and equity release advice from a whole-of-market panel. They also provide protection solutions from leading UK insurers, along with long and short-term financial planning strategies tailored to clients' needs.

Job Description

The Paraplanner's duties include:

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  Preparing new business documentation and regular client review packs.
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  Producing and updating accurate client portfolio valuations and reports.
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  Collaborating with advisers to interpret financial advice based on each client's needs and objectives.
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  Preparing suitability reports and recommendation documents.
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  Carrying out anti-money laundering checks and obtaining literature from providers.
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  Managing appointment bookings and client communications.
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  Maintaining lead records and progress tracking.
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  Ensuring advisers have access to up-to-date literature and technical information.
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  Staying informed on relevant product, legislative, and industry changes.

The Successful Applicant

The ideal Paraplanner candidate will have experience within an IFA or wealth management setting, supporting advisers in a paraplanning or technical administration role. A strong understanding of investments, pensions, protection/life cover, and ideally, tax or trust arrangements is essential. They will be Level 4 Diploma qualified, confident working independently or as part of a team, and possess excellent communication and organisational skills.

What's on Offer

The successful candidate will join a small, professional, and client-focused team based in Grantham. The role offers the chance to work closely with experienced Financial Advisers in a supportive environment, with ongoing learning and development in a comprehensive financial planning practice.