Paraplanner

JR United Kingdom; Lincoln; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading financial planning firm seeks a highly professional Paraplanner to enhance client service. This role involves supporting financial planners by conducting research and preparing financial plans. The successful candidate will communicate complex financial strategies effectively and contribute to maintaining strong client relationships. This position offers flexibility with office-based or hybrid work options.

Benefits

Technical advancement and qualification sponsorship

Flexible working environment

Focus on employee development and wellbeing

Qualifications

• Experience in a similar technical role.
• Comprehensive knowledge of Investment, Tax, Trust and Pension products.
• Ability to communicate complex strategies clearly.

Responsibilities

• Conduct extensive research and provide technical assessments.
• Prepare and manage financial plans including cashflow models.
• Engage with clients and ensure compliance.

Skills

Analytical Skills

Technical Knowledge of Investment

Communication

Problem-solving

Education

Diploma Status (or working towards)

Job description

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Amber River Premier are an award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire, We have a desire to make a positive difference, helping people live the life they want, with the security of a life plan and a committed team working hard on their behalf – for this generation, and the next. We provide bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.

We are currently looking to recruit a highly professional and experienced Paraplanner to join our team of experts.

The role requires working closely with Advisers, Clients and the wider support team to ensure clients receive first class advice and support. You will offer paraplanning support to 1 or potentially 2 Chartered Financial Planners, alongside a Private Client Administrator.

Role Accountabilities

• Conducting extensive research and providing Advisers with technical assessments and reports.
• Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
• Produce technical and compliant suitability letters.
• Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
• Manage complex cases and find solutions to technical problems
• Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
• Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
• Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
• Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
• Help highlight operational areas of improvement and assist with any changes made.
• Take an analytical approach to making client recommendations and use good data skills to support these.
• Translate complex information into easy-to-understand client correspondence
• Ensure all work meets all compliance, high ethical standards and reflects the company values
• Contribute to the team’s work enjoyment, growth, and success

To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working independently, solving problems and interacting with demanding clients. You will ideally hold Diploma status or be working towards, and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company who values our employees and works hard to create a positive working environment.

We can offer either office-based (Marlow, Buckinghamshire), or hybrid working (2 remote days/wk). The company office ethos combines a modern, flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. We offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment.

We are a diverse group of independent, multi-skilled professionals, all committed to strengthening the lives of clients, colleagues and the communities we live and work in. That’s why enriching lives is our purpose and first priority.