Paraplanner

Wealth Wizards Limited; London; Remote; GBP 38,000 - 50,000; Full time

Job summary

An innovative firm is seeking a passionate Paraplanner to join their mission of making financial advice accessible to all. In this role, you'll support the financial planning team by producing advice for clients, conducting research, and ensuring compliance with industry standards. You'll work independently in a remote environment while contributing to the development of new advice delivery methods. With a commitment to inclusivity and a collaborative culture, this role offers the chance to make a real impact in the financial sector while enjoying a range of flexible working arrangements and generous benefits.

Benefits

Flexible working

25 days annual leave plus bank holidays

Company pension (up to 10% employer contribution)

Company performance based bonus scheme

Paid day off to celebrate your birthday

Private medical insurance

Dental and health cash plans

Enhanced parental leave and pay

Professional memberships funded

Salary sacrifice car scheme

Qualifications

• CII Level 4 qualified or equivalent is essential.
• Experience with cash flow forecasting and provider platforms required.

Responsibilities

• Analyze data and provide solutions to meet client needs.
• Prepare advice documentation and ensure compliance with procedures.

Skills

Analytical Skills

Organizational Skills

Communication Skills

Attention to Detail

Numeracy

Education

CII Level 4 qualification

Tools

Intelligent Office

Microsoft Excel

Microsoft Word

Job description

Paraplanner

Department: Advice Enablement & PAT

Employment Type: Permanent

Location: Remote

Compensation: £38,000 - £50,000 / year

Description

At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.

We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.

If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.

We offer a flexible working arrangement, with approximately one in-person team meeting every six weeks (London, Leamington Spa or Edinburgh). You should feel confident working independently in a remote environment, but if you prefer a hybrid setup, you're welcome to work from any of our office locations as often as you like.

About the Role

We're looking for an experienced Paraplanner who is excited to be a part of our mission of making financial advice and guidance affordable and accessible to everyone. This role is ideal for someone who sees paraplanning as their passion and career focus.

The purpose of the role is to support the delivery of advice we offer personally through our financial planning team, and the advice we deliver through codified on-line advised customer journeys.

You will work with the Personal Advice Team, producing advice for both new enquiries and existing client reviews, carrying out thematic and client specific investment & product research and case checking (referrals /annual reviews /sampling), offering a range of remote advice services commensurate with our independent status.

You will also work more widely with the Wealth Wizards team to support the development of new codified advice journeys and the delivery of existing journeys. You will be the first point of contact where individual on-line cases need further checks by a professional before proceeding to a recommendation.

It's a role where you will get to apply all your existing Paraplanning expertise, while working with the business to develop the advice delivery methods of the future. As a regulated business all of the advice we give needs to be carefully delivered to agreed compliance and service standards.

What you'll be doing...

• Analysing data and using research tools to provide solutions to meet client needs and objectives
• Providing records to support research undertaken
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
• Assisting advisers with the presentation of recommendations
• Carrying out all tasks in a manner consistent with compliance procedures and ensuring all client files are compliant on an ongoing basis
• Preparation of existing client files ready for reviews of advice
• Carrying out administrative duties as required for the fulfilment of the role and delivery of the advice
• Ensure high standards of advice including record keeping, management reporting, compliance and customer satisfaction, and ensure any associated business risks are understood and managed.
• Assisting advisers with referrals from the automated advice platform
• Assisting with the continuous improvement process for advice by developing new and revised advice policies and obtaining sign off from Compliance and Investment Committee
• Assisting with the establishment and development of key relationships within the group and with our key business partners.
• Assisting with firm wide centralised investment process and proposition.
• Assisting with firm wide centralised suitability letter approach and templates - developing the basis of the advice of the future
• Assisting with product and fund research required for inclusion in advice strategies.
• Adhere to all Information Security policies and procedures

About You

• CII Level 4 qualified (or equivalent)
• Experience with provider platforms
• Experience with cash flow forecasting, including data input and interpretation — ideally using Intelligent Office
• Strong market knowledge and interest in best practice advice
• Excellent organisational and prioritising skills, with the ability to stay focused under pressure
• Good verbal and written communication skills
• Confident user of Microsoft Excel, Word
• Highly numerate and analytical
• Excellent attention to detail
• Ability to meet deadlines
• Awareness of commercial and strategic business imperatives

Our Values

• Pioneering
  • Driven and passionate about helping people meet their financial objectives
  • Self-motivated and enthusiastic team player
  • Proactive, innovative, resilient and energetic, with a passion for delivering great service
• Expert
  • Constantly seeking new learning / self-development opportunities
  • Ability to represent Wealth Wizards at all times (telephone, digital or face-to-face communication)
• Accessible
  • Adaptable and enjoys a challenge
  • Builds strong collaborative relationships
  • Flexibility to work in a fast-moving business which is developing rapidly
• Reliable
  • Conscientious and tenacious
  • Total trustworthiness essential
  • Highly organised, methodical, meticulous and disciplined
  • Takes ownership
• Hungry
  • Ready to step out of our comfort zone and keep going
  • Seeking new opportunities for advice
  • Be flexible in your approach to the business opportunities

Our Perks

• Flexible working
• We prioritise a sustainable work/life balance
• We have a collaborative learning culture that promotes psychological safety
• 25 days annual leave plus every bank holiday
• Company pension (up to 10% employer contribution)
• Company performance based Bonus scheme
• Paid day off to celebrate your birthday
• Additional holiday purchase (up to 5 days per year)
• Additional holidays for length of service (up to 3 days)
• Private medical insurance
• Dental and health cash plans
• Enhanced parental leave and pay
• Discounts on gym membership and health screening
• Employee assistance programme
• Life assurance of 4x basic salary
• £500 pension advice per year
• 6 paid days per year for self development
• £500 individual training budget per year
• Professional memberships funded
• Salary sacrifice car scheme
• Cycle, Home & Tech scheme

Please note:Applicants must be currently residing in the United Kingdom and have full legal rights to work permanently in the UK. We are unable to offer visa sponsorship or consider candidates based outside of the UK for this position.