Paraplanner

Service Service; Lawford; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A reputable financial advisory firm in Lawford seeks a Paraplanner to write suitability reports, conduct market research, and manage client records. The ideal candidate may be at any experience level, from a partly qualified administrator to a fully qualified paraplanner. Benefits include exam sponsorship, a generous holiday package, and options for hybrid working arrangements. This role offers a unique opportunity in a supportive environment committed to client welfare and successful outcomes.

Benefits

Group DIS x 4

Exam Sponsorship

Group income protection

Pensions scheme 5 & 5%

23 days holiday plus additional days based on service

WFH/hybrid working post probation

Qualifications

• Experience with report writing and research.
• Partly or fully qualified paraplanner.
• Exposure to financial advisory processes.

Responsibilities

• Write technical suitability reports for clients.
• Conduct comprehensive market research.
• Manage client records accurately using CRM systems.
• Complete administrative duties as needed.
• Perform regular file reviews to maintain quality standards.

Skills

Technical report writing

Market research

CRM system proficiency

Administrative duties

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