Paraplanner

JR United Kingdom; Newcastle-under-Lyme; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in financial services is seeking a detail-oriented Paraplanner to support financial planners by preparing and maintaining financial plans. The ideal candidate will demonstrate strong analytical skills and excellent communication, ensuring client satisfaction through effective planning and support.

Qualifications

• Qualifications in Financial Planning are essential.
• Proven background in Paraplanning.
• Strong numeric skills are crucial.

Responsibilities

• Prepare and maintain financial plans for clients.
• Conduct thorough research and analysis of financial products.
• Collaborate with financial planners for documentation.

Skills

Analytical skills

Communication

Customer service

Organisational skills

Team player

Tech Savvy

Education

CII Certificate or Diploma in Financial Planning

DipPP

DipPFS

Tools

IO

Dynamic Planner

FE Analytics

Voyant

Outlook

Word

Excel

Job description

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Job Summary
We are seeking a detail-oriented and motivated Paraplanner to join our financial services clients team. The ideal candidate will play a crucial role in supporting financial planners by preparing and maintaining comprehensive financial plans for clients. This position requires strong analytical skills, excellent communication abilities, and proficiency in various IT applications to ensure efficient workflow and client satisfaction.

Duties

• Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant
• Assist in the preparation of financial plans and reports for clients, ensuring accuracy and compliance with regulatory standards.
• Conduct thorough research and analysis of financial products, market trends, and client portfolios.
• Maintain up-to-date knowledge of financial planning regulations and best practices.
• Collaborate with financial planners to gather necessary information from clients and ensure all documentation is complete.
• Utilise software tools such as Outlook, Word, and Excel for documentation, communication, and data analysis.
• Provide exceptional customer service by addressing client inquiries promptly and professionally.
• Organise and manage client files, ensuring all information is easily accessible and securely stored.

Skills

• Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar
• Proven background in Paraplanning is essential
• Strong numeric & analytical skills
• Strong team player
• Work well under pressure to meet deadlines
• Strong work ethic
• Tech Savvy
• Proficient in IT applications including Outlook, Word, and Excel.
• Strong analytical skills with the ability to interpret complex financial data.
• Excellent communication skills, both written and verbal, to effectively convey information to clients and team members.
• Knowledge of financial services and financial planning principles is highly desirable.
• Strong organisational skills with the ability to manage multiple tasks efficiently.
• A customer service-oriented mindset with a commitment to delivering high-quality support to clients.

If you are passionate about helping clients achieve their financial goals through meticulous planning and support, we encourage you to apply for this exciting opportunity as a Paraplanner.