Paraplanner

TIME Appointments Ltd; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established financial services company in the UK is looking for experienced Paraplanners. In this role, you will prepare detailed financial planning reports, conduct research on financial products, and assist Advisers with client reviews. Ideal candidates should have experience in a Financial Advice firm, strong analytical skills, and excellent communication abilities. The position offers opportunities for professional growth, holiday benefits, and a supportive working environment.

Benefits

25 days holiday excluding Bank Holidays

Holiday Purchase scheme

Support for professional exams

Qualifications

• Previous experience in a Financial Advice firm with Paraplanning.
• Reliable with the ability to prioritize workloads.
• Excellent communication and business correspondence skills.

Responsibilities

• Prepare Financial Planning Reports for Advisers.
• Conduct research on financial products.
• Assist with client reviews and day-to-day queries.

Skills

Financial analysis

Report writing

Communication skills

Problem-solving

Time management

Education

Diploma qualification

Job description

We are excited to be partnering with a well-established financial services company with offices across the UK, as they look to recruit experienced Paraplanners to support their continued growth. The role involves providing technical support to Advisers by conducting detailed research on clients’ current and potential financial arrangements. Assessed against clients’ objectives, this research is used to produce accurate, timely, and compliant financial planning reports while maintaining exceptional standards of client service.

Key Responsibilities

• Prepare Financial Planning Reports for Advisers to present to clients.
• Conduct research on financial products to support Advisers in identifying appropriate solutions.
• Assist with client reviews and requests, serving as a point of contact for day-to-day queries.
• Submit financial plans to relevant company providers.
• Maintain client records using company software, ensuring accuracy, compliance, and high presentation standards.
• Prepare client review packs and process illustration requests.
• Stay up to date with financial products, services, and legislation.
• Adhere to all firm and industry guidelines, rules, and regulations.

Requirements

• Previous experience in a Financial Advice firm with Paraplanning and reporting experience.
• Diploma qualification desirable; candidates with equivalent skills and experience will be considered.
• Reliable and able to manage and prioritise workloads effectively.
• Excellent communication and business correspondence skills, with attention to detail and accuracy.
• Strong analytical and problem-solving abilities.
• Team-oriented with a positive attitude.
• Highly organised with the ability to multitask and adapt to change.
• Support for professional industry exams and study.
• 25 days holiday (excluding Bank Holidays) with a Holiday Purchase scheme.