Paraplanner

JR United Kingdom; Woking; On-site; GBP 35,000 - 60,000; Full time

Job summary

An innovative firm is looking for an experienced Paraplanner to join their dynamic team. This role offers an exciting opportunity to engage with high-net-worth clients and work on complex financial planning cases. You will prepare detailed financial analyses, support advisers in their research, and ensure compliance with regulations. The company values career development and offers a discretionary annual bonus along with other benefits. If you're ready to take your career to the next level in a supportive environment, this position is perfect for you.

Benefits

Discretionary Annual Bonus

Death in Service Cover

Career Development Support

Qualifications

• 4+ years of experience as a Paraplanner with strong analytical skills.
• Technical competence in investments, pensions, tax allowances, and trusts.

Responsibilities

• Prepare detailed financial analysis and suitability reports.
• Support advisers with research and client meeting preparation.

Skills

Financial Analysis

Cashflow Modelling

Pension Planning

Investment Knowledge

Regulatory Compliance

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma (in progress)

Tools

Intelliflo

Wrap Platforms

FE Analytics

Cashflow Planning Software

Job description

Our client is seeking an experienced Paraplanner to join a dynamic, supportive team. This is a fantastic opportunity to work on high-net-worth (HNW) and complex financial planning cases.

Key Responsibilities

1. Prepare detailed financial analysis and suitability reports.
2. Support advisers with research, modelling, and client meeting preparation.
3. Work closely with the investment committee and ensure regulatory compliance.
4. Conduct cashflow modelling, pension/IHT planning, and product research.

Key Attributes

1. At least 4 years’ experience as a Paraplanner.
2. Minimum Level 4 Diploma in Financial Planning (preferably studying towards Level 6 Advanced Diploma).
3. Experience with back office systems (Intelliflo preferred), Wrap Platforms, FE Analytics, Cashflow Planning software.
4. Technical competence in investments, pensions, tax allowances, protection, trusts, and IHT.
5. Discretionary annual bonus.
6. Death in service cover.
7. Support with career development and qualifications.

Please note: Due to the high volume of applications, we will only respond to those with relevant skills. If you do not hear from us within a week, your application has been unsuccessful.

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Created on 02/05/2025 by JR, United Kingdom.