Paraplanner

Blakemore Recruitment; Northampton; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial planning practice in Northampton is seeking an experienced Paraplanner to join their hybrid team. The role involves preparing client files, ensuring compliance, and supporting financial advisers with market research. Ideal candidates should have at least 2 years’ experience and proficiency in financial software applications.

Qualifications

• Minimum 2 years' experience in a paraplanning role.
• Experience with financial planning software (Intelligent Office, CashCalc).
• Ability to work independently and manage workload.

Responsibilities

• Preparing and maintaining client files and compliance paperwork.
• Assisting financial advisers and writing client reports.
• Coaching team members and conducting market product research.

Skills

Organisational skills

Research

Technical support

Client file preparation

Education

Level 4 Diploma

Tools

Intelligent Office

CashCalc

Genovo

FE Analytics

Job description

We are currently recruiting for a Financial Planning practice in Northhampton who are looking to recruit a Paraplanner to join their team.

The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution.

They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs.

They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.

They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams.

The role would include:

• Preparing and maintaining client files,
• Preparing and implementing recommendations
• Ensuring all compliance paperwork is present
• Due diligence associated to the investment committee
• Assisting in providing technical support
• Coaching of team members
• Writing reports based on client’s requirements
• Being a point of reference for advisers
• Consistently researching and reviewing market products available

The ideal candidate:

• Minimum of 2 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
• Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems)(essential)
• Excellent organisational skills
• Ability to work on own initiative and plan own workload
• Thorough understanding of all compliance regulations
• Use initiative based on the findings of their research
• Level 4 Diploma qualified or near to completing
• Supervisory experience would be beneficial
• Adaptable and happy to take on new challenges
• Interest/experience in Financial Services Marketing/blog writing(preferred)
• Interest/experience in Later Life Financial Advice / Planning(preferred)