Paraplanner

Brook Street; Swansea; Sur place; GBP 28 000 - 38 000; Plein temps

Résumé du poste

Brook Street in Swansea seeks an organised financial reporting assistant to translate complex data into client-ready insights. You will prepare detailed reports for client sessions and ensure documentation meets regulatory standards.

You will work with financial advisers to gather information, maintain client records in CRM, and produce clear, professional reports that explain complex topics accessibly.

Qualifications

• Strong report writing and analytical skills with attention to detail.
• Solid knowledge of financial services products, pensions, and insurance.
• Excellent communication to liaise with clients and advisers.

Responsabilités

• Prepare detailed financial reports and supporting documentation for client sessions.
• Analyze client financial data to support recommendations across investments, pensions, and insurance.
• Develop and review financial plans aligned with regulations and company standards.

Connaissances

Report writing

Analytical skills

Client liaison

Communication skills

Organisational skills

MS Office

Regulatory knowledge

Formation

CII Diploma (preferred)

Outils

Microsoft Office

CRM systems

Description du poste

If you’re the kind of person who takes pride in getting the details right-and enjoys turning complex financial information into clear, client-ready insights-this is a fantastic opportunity to join a financial services team where your work genuinely makes advice easier and better.

What you'll be doing:

• Prepare detailed financial reports and supporting documentation for client advice sessions, ensuring clarity and accuracy
• Conduct thorough analysis of client financial data across investments, pensions, and insurance policies to support recommendations
• Help develop and review financial plans, keeping everything aligned with relevant industry regulations and company standards
• Maintain organised client records and ensure documentation is up to date in CRM and other administrative platforms
• Work closely with financial advisers to gather information and help facilitate smooth client meetings
• Write clear, professional reports that explain complex topics in an understandable way
• Support the compliance process by reviewing client files for completeness and accuracy against regulatory requirements

What you'll bring:

• Strong report writing and analytical skills with a close eye for detail
• Solid knowledge of financial services, including investment products, pensions, and insurance
• Excellent communication skills to liaise confidently with clients, advisers, and internal teams
• Experience in financial planning, paired with a commitment to exceptional customer service
• Exceptional organisational skills, with the ability to manage multiple tasks efficiently and meet deadlines
• Proficiency in Microsoft Office (especially Word, Excel, and Outlook) and comfortable working with relevant IT systems
• Confidence working in a fast-paced environment while maintaining quality and efficiency

Additional information:

• Previous administrative experience in a financial services setting is highly desirable
• Ideally Cii diploma qualified or working towards it