Paraplanner

Eden Rose; Upper Beeding; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Employee benefits

Job summary

Eden Rose in Horsham, West Sussex, is seeking a detail-oriented Paraplanner to support financial advisers and deliver high-quality advice.

This role is hybrid (3 days in office, 2 days WFH) with a salary up to £45,000 plus employee benefits; suitable for Diploma-qualified candidates.

You will gather client information, model scenarios, prepare proposals, and ensure FCA compliance while developing professionally.

Qualifications

• Diploma-qualified paraplanner with regulatory knowledge.
• Experience in financial planning processes.
• Knowledge of FCA requirements.

Responsibilities

• Conduct comprehensive financial analysis to support plans.
• Organise client information and supporting documents.
• Model scenarios using financial planning software.
• Prepare investment proposals and client reports.
• Ensure compliance with regulatory requirements.
• Maintain accurate client records.

Skills

Paraplanning

Financial analysis

Regulatory compliance

Client documentation

IT literacy

Education

CII Level 4 Diploma or equivalent

Tools

Genovo

Intellliflo Office

Job description

Paraplanner

Horsham, West Sussex

Hybrid (3 days in office, 2 WFH)

Salary up to £45,000 + employee benefits

This is a great opportunity for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to business success and will enable us to continue to deliver an excellent quality of service to our growing client base and support to our financial advisers.

Role objective

We are seeking a detail-oriented and analytical Paraplanner to join our team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients.

Duties & responsibilities

• Conduct comprehensive financial analysis to assist in the development of financial plans.
• Gather and organise client financial information, including income, expenses, assets, and liabilities.
• Use financial planning software to model various scenarios and projections.
• Prepare and review investment proposals and reports for clients.
• Collaborate with advisors to develop and implement customised financial strategies.
• Stay abreast of industry trends, regulations and changes in financial markets.
• Research financial products and investment opportunities.
• Ensure compliance with regulatory requirements and company policies.
• Maintain accurate and up-to-date client records.

Company compliance

• Ensuring all tasks are carried out within FCA regulatory requirements.
• Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process.
• Recording all correspondence.
• Ensuring that all dealings with clients are of an appropriate and entirely factual nature.
• Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company.

Other

• Undertake all other duties as reasonably required and directed.

Person specification

Qualifications

• To hold the CII Level 4 Diploma or equivalent. Desire to work towards Chartered status will be fully supported.

Knowledge and experience

• Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable).
• Ability to perform basic tax calculations.
• Experience in maintaining good working relationships in the delivery of financial advice services or a similar environment.
• Ability to acquire, update and apply new skills and knowledge.
• Set your own goals and want to deliver agreed targets.

IT skills

• Competent IT skills, including Word, Excel and Outlook.
• Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform roles and manage client data efficiently and consistently in line with internal processes.

Financial skills

• Ability to analyse financial issues and offer sound, reliable and professional advice.
• Ability to assess information, make comparisons and identify critical features.
• Ability to collate and present financial information.
• Ability to understand and analyse financial and non-financial data.

Personal skills

• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
• Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business.
• Professional integrity: The strength of character to explain a professional point while having empathy with a customer.
• Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
• Flexibility: The flexibility for and commitment to continual service development and improvement.
• Be able to work within defined business processes.