Paraplanner

JR United Kingdom; Weston-super-Mare; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in the South West of England is seeking an experienced Paraplanner. In this hybrid role, you will support Financial Planners, prepare detailed financial reports, and ensure compliance with industry standards. The position offers opportunities for professional development within a collaborative and supportive environment.

Benefits

25 days annual leave plus bank holidays

Flexible working arrangements

Death in service 3 x annual salary

Access to health and rewards scheme

Enhanced Maternity and Paternity pay

Qualifications

• Proven experience as a Paraplanner in the financial services sector.
• Strong knowledge of regulatory requirements.
• Detail-oriented with excellent communication skills.

Responsibilities

• Collaborate with planners to conduct financial research.
• Prepare comprehensive financial reports.
• Ensure compliance with regulatory standards.

Skills

Analytical skills

Financial planning software knowledge

Team communication

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Tools

Intelliflo Office

Job description

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Paraplanner
Weston-super-Mare (or Exeter or Plymouth)
Hybrid - 3 days office/2 days home
Are you looking to develop your career and work for a leading financial service firm in the South West of England?
The organisation is committed to empowering their clients to achieve their financial goals. With a strong focus on innovation and client satisfaction, they have built a culture that puts their clients at the heart of everything they do.
We are seeking an experienced Paraplanner to join their dynamic team in either the Exeter, Plymouth, or Weston-Super-Mare offices.
Your role:
As a Paraplanner, you will play a pivotal role in the organisations success by collaborating closely with the Financial Planners, conducting research, preparing financial reports, and crafting solutions tailored to the clients' needs. Your expertise and diligence will drive the delivery of exceptional financial planning.
What you'll do:

• Collaborate with planners to conduct thorough financial research.
• Prepare accurate and comprehensive reports, including cashflow planning and product recommendations.
• Research financial products and market trends to support recommendations.
• Use Intelliflo Office to create recommendations and manage tasks.
• Ensure compliance with regulatory standards and industry best practices.
• Assist in client meetings, offering valuable insights and solutions.

What we're looking for:

• Proven experience as a Paraplanner in the financial services sector.
• Strong knowledge of financial planning software and regulatory requirements.
• Excellent analytical skills with a focus on detail.
• An understanding of how to communicate as part of a team, put your viewpoint across and listen to others.
• Diploma and Advanced Diploma in Financial Planning are desirable.

What is on offer:

• Supportive and collaborative work environment
• Opportunities for professional development and career growth.
• Chance to make a meaningful impact on clients' financial well-being.
• 36.25 hours / 5 days per week however part time hours / days also considered.
• Flexible and hybrid working arrangements available.
• 25 days annual leave plus bank holidays.
• Death in service 3 x annual salary.
• Access to the Rewards and Health scheme.
• 24-hour external Employee Assistance Programme helpline.
• Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
• Introducing clients and staff commission schemes.
• Pension 3% rising to 4% (but matched up to 6%) after 4 years' service.
• Enhanced Maternity and Paternity pay after one years' service