Paraplanner

Reed; Plymouth; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A financial management firm in the UK seeks a Paraplanner to support their Financial Planners with client service and business targets. The ideal candidate has at least 3 years of IFA experience, a Level 4 CII Diploma, and strong analytical skills. You'll enjoy flexible working hours, 25 days annual leave, and other benefits.

Benefits

Flexible working hours

25 days annual leave plus bank holidays

Pension contributions: Employee 4%, Employer 3%

24-hour external Employee Assistance Programme helpline

Death in service 3 x annual salary

Qualifications

• Minimum of 3 years previous IFA experience required.
• Strong work ethic and ability to work without close supervision.
• Experience in paraplanning within an IFA accountancy-based firm is preferred.

Responsibilities

• Support Financial Planning team to meet business targets.
• Research clients' financial arrangements and analyze data.
• Construct financial planning strategies and produce reports.

Skills

Financial analysis

Client communication

Organizational skills

Analytical ability

FCA compliance knowledge

Education

Level 4 CII Diploma in Financial Planning

CII Advanced Diploma in Financial Planning

Tools

Intelligent Office (IO)

MS Office (Word, Excel, Outlook)

Job description

Paraplanner

• Location: Exeter/ Weston-Super-Mare or Plymouth
• Job Type: Full-time
• Salary: Competitive

We are seeking a Paraplanner to join our Financial Management team. This role involves supporting our Financial Planners with new business and delivering a high level of ongoing client service. The position is based in eithe rof the above offices, with hybrid and flexible working options available.

Day-to-day of the role:

• Support the Financial Planning team to meet business targets.
• Research clients' financial arrangements, analyse investment and client data.
• Construct financial planning strategies and research financial product marketplace.
• Produce financial planning reports and letters.
• Assist Financial Planners with preparation for client meetings.
• Act as a point of contact for client-related administrative matters.
• Maintain compliant records.
• Process new business and track completion.
• Communicate with clients and providers as appropriate.
• Work as part of the team to deliver the highest level of client service.
• Perform general office administration tasks as required and provide holiday cover for team members.
• Maintain and update back office systems and platforms.
• Help organise events and seminars.
• Perform other ad-hoc tasks in the office as required.

Required Skills & Qualifications:

• A minimum of 3 years previous IFA experience essential.
• Level 4 CII Diploma in Financial Planning.
• CII Advanced Diploma in Financial Planning or Chartered Financial Planner is desirable.
• Experience in paraplanning, especially within an IFA accountancy-based firm, would be an advantage.
• Strong work ethic, ability to organise without close supervision, and work collaboratively with a team.
• High level of analytical ability, keen eye for detail, and thorough approach.
• Excellent communication skills, both verbal and written.
• Strong IT/MS Office skills, particularly Word, Excel, and Outlook.
• Familiarity with back office software (experience of Intelligent Office (IO) would be an advantage).
• Knowledge of relevant FCA compliance procedures.
• Ability to handle pressure and meet tight deadlines.

Benefits:

• Flexible working hours.
• 25 days annual leave plus bank holidays.
• Death in service 3 x annual salary.
• Access to Westfield Rewards and Health scheme.
• 24-hour external Employee Assistance Programme helpline.
• Buy and sell holiday option.
• Introducing clients and staff commission schemes.
• Pension contributions: Employee 4%, Employer 3% rising to 4% (but matched up to 6%) after 4 years' service.

To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.