Paraplanner

Reed; Swindon; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Swindon is looking for a dedicated Paraplanner to provide essential support to Advisers. The role focuses on producing suitability letters and client financial reviews while offering technical support. Candidates should have experience in paraplanning, be diploma qualified, and possess strong analytical skills. A competitive salary and professional development opportunities are available.

Benefits

Competitive salary and benefits package

Opportunities for professional development

Supportive team environment

Qualifications

• Proven ability to produce compliant suitability letters.
• Commitment to ongoing professional development.
• Ability to manage conflicting demands calmly.

Responsibilities

• Produce accurate suitability letters and client financial reviews.
• Provide timely technical support to the team.
• Manage personal workflow effectively using Salesforce.

Skills

Experience in paraplanning

Attention to detail

Analytical skills

Teamwork

Salesforce proficiency

Knowledge of financial regulations

Education

Diploma in a relevant field

Tools

Salesforce

Job description

Paraplanner

• Location: Swindon
• Job Type: Full-time

We are seeking a dedicated Paraplanner to provide comprehensive support to our Advisers, focusing on the production of suitability letters and reports. This role is pivotal in ensuring efficient and accurate technical support within our team.

Day-to-day of the role:

• Produce suitability letters and client financial reviews (CFRs) ensuring accuracy and compliance with current regulations.
• Serve as a primary point of contact for all queries related to your role, providing timely and effective responses.
• Offer technical support to the team, managing and resolving technical queries efficiently.
• Maintain proactive communication with the practice manager regarding any potential issues.
• Manage personal workflow and effectively use Salesforce to track and manage tasks.
• Stay updated with industry and internal changes that affect your role, demonstrating a willingness to expand knowledge in financial services areas like pensions, investments, and tax and trusts.

Required Skills & Qualifications:

• Experience in a paraplanning role, with a strong ability to produce compliant and robust suitability letters.
• Diploma qualified in a relevant field, with a commitment to ongoing professional development.
• Proficient in using Salesforce and other electronic data systems.
• Excellent analytical skills with precise attention to detail.
• Ability to work autonomously and within a team, managing conflicting demands in a calm and friendly manner.
• Up-to-date knowledge of regulation, legislation, and taxation relevant to the financial services industry.

Benefits:

• Competitive salary and benefits package.
• Opportunities for professional development and training.
• Supportive team environment focused on achieving the best outcomes for clients.

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.