Paraplanner

Michael Page (UK); Grantham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm is looking for a Paraplanner based in Grantham, UK. The role includes preparing documentation, collaborating with advisers, and managing client communications. Ideal candidates will have a Level 4 Diploma, experience in wealth management, and strong communication skills.

Qualifications

• Experience in an IFA or wealth management setting.
• Strong understanding of pensions, protection/life cover.
• Confidence in independent and team work.

Responsibilities

• Preparing new business documentation and client review packs.
• Producing client portfolio valuations and reports.
• Collaborating with advisers to interpret financial advice.

Skills

Understanding of investments

Communication skills

Organisational skills

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.