Paraplanner

NIGEL JAMES ASSOCIATES LTD; Taunton; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Hybrid work

Career development

Job summary

NIGEL JAMES ASSOCIATES LTD in Taunton is seeking a skilled Paraplanner to support Financial Planners across the full financial planning process. You will prepare suitability reports, conduct product research, and support client reviews with cashflow analysis.

We value strong technical knowledge, excellent organisation, and the ability to manage multiple cases to deadlines. Hybrid working up to 3 days from home and opportunities for career progression are offered.

Qualifications

• Experience as a Paraplanner in an IFA or financial planning firm.
• Qualification with CII Level 4 Diploma or working toward Chartered status.
• Strong technical and research skills in financial planning products.
• Excellent organization and deadline management.

Responsibilities

• Prepare suitability reports and recommendations for clients.
• Undertake research and analysis across financial planning products and investments.
• Prepare cashflow analysis and support client reviews.
• Process new business and progress cases to completion.
• Liaise with providers and platforms.
• Support Financial Planners with client meetings and ongoing servicing.
• Ensure all work complies with FCA and internal requirements.
• Keep up to date with regulatory developments.

Skills

Financial planning knowledge

Organizational skills

Time management

Communication skills

Client-focused

Team player

Education

CII Level 4 Diploma in Regulated Financial Planning

Job description

The Role

Working closely with Financial Planners and the wider team, you will provide high-quality technical and administrative support across the full financial planning process.

Your responsibilities will include:

• Preparing suitability reports and recommendations for clients
• Undertaking research and analysis across a range of financial planning products and investments
• Preparing cashflow analysis and supporting client reviews
• Processing new business and ensuring cases progress efficiently through to completion
• Liaising with providers, platforms and other third parties
• Supporting Financial Planners with client meetings and ongoing servicing
• Ensuring all work is completed accurately and in line with FCA and internal compliance requirements
• Maintaining excellent technical knowledge and keeping up to date with industry and regulatory developments

About You

We are looking for someone with previous experience as a Paraplanner, ideally within an IFA or financial planning firm environment.

You will be:

• Technically capable with a strong understanding of financial planning
• Highly organised with excellent attention to detail
• Comfortable managing multiple cases and deadlines
• A confident communicator who enjoys working collaboratively
• Client-focused and committed to delivering a high standard of service
• Proactive, reliable and able to work effectively both independently and as part of a team

Relevant financial planning qualifications, such as the CII Level 4 Diploma in Regulated Financial Planning, are required, and working towards Chartered status would be advantageous.

Why Join?

This is a fantastic opportunity to join an established and highly regarded Financial Planning business, providing exposure to a broad range of clients and financial planning cases.

You'll benefit from:

• Hybrid working - up to 3 days from home
• A professional and supportive team environment
• Excellent opportunities for career development and progression
• Exposure to a broad range of financial planning cases and clients
• The opportunity to develop your technical expertise within an established and professional organisation