Paraplanner

Synchronicity Group; Marlow; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A growing financial planning firm in Marlow is seeking an experienced Paraplanner to support HNW clients. Responsibilities include conducting research, preparing detailed financial plans, and engaging with clients. The ideal candidate will have at least 3 years of Paraplanning experience, strong attention to detail, and a Level 4 diploma in Financial Planning. This role offers a hybrid working model with 3 days in the office and 2 days from home.

Qualifications

• Minimum of 3 years Paraplanning experience.
• Experience of interacting with HNW clients.

Responsibilities

• Conduct extensive research and provide assessments.
• Prepare lifetime cashflow models and full financial plans.
• Engage professionally with well-informed clients.

Skills

Attention to detail

Technical knowledge of Investment products

Client communication skills

Problem-solving approach

Education

Level 4 - CII Diploma of Financial Planning

Job description

An Award-winning Chartered Financial Planning firm are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to HNW clients and is part of a UK wide financial planning Group that is continuing to grow.

This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support. You will be the Paraplanning support for 1-2 Advisers and working with one Administrator across HNW and UHNW clients.

• 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.
• Translate complex information into easy-to-understand client correspondence
• Obtaining a selection of product quotes including personalised illustrations / key features documents / product literature / fund factsheets
• Ongoing review of existing portfolios and review client cash holdings on platforms

We are looking for a professional, experienced Paraplanner with high attention to detail and comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. You will have a "can do" attitude with an analytical and problem-solving approach. You will have experience of being client facing and be an excellent communicator and relationship builder.

Essential Requirements:

Level 4 - CII Diploma of Financial Planning (or CISI/LIBF), ideally progressing towards Chartered status.

Minimum of 3 years Paraplanning experience.

Experience of interacting with HNW clients.

NB: This company offers Hybrid working - 3 days in the office, 2 days from home.