Paraplanner

Shearwater Recruitment Limited.; Yeovil; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Study support towards Chartered status

Pension contribution

Death in service

Long-term sickness pay

33 days holiday

Paid study leave

Job summary

Shearwater Recruitment Limited is seeking a Paraplanner for Yeovil, Somerset. The role offers £40,000 to £50,000 DOE and is a permanent position with a strong emphasis on client-facing delivery and technical financial planning.

You will work with three independent financial advisers, joining meetings where possible and supporting from research through to recommendations, including cash flow modelling and suitability reports.

Qualifications

• Level 4 Diploma in Financial Planning (the stated minimum).
• Strong technical knowledge of financial planning, investments and pensions.
• Excellent analytical and report writing skills.
• The ability to work independently, manage priorities and meet deadlines.
• Confident communication with clients and professional contacts, and a well-presented manner for a client-facing role.
• A proactive attitude and a real wish to keep developing professionally.

Responsibilities

• Advice support & suitability: Support three IFAs, ensuring all work is accurate, compliant and tailored to each client's objectives; Produce high-quality suitability reports across a range of financial planning areas, including cash flow modelling; Support advisers on complex client cases from initial research through to recommendation.
• Technical research & analysis: Carry out technical research across pensions, investments, protection and wider financial planning solutions; Prepare client documentation and technical analysis.
• Clients & ongoing service: Attend client meetings where practical; Support annual reviews; Maintain accurate client records.

Skills

Analytical skills

Report writing

Client communication

Time management

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner | Yeovil, Somerset | £40,000 to £50,000 DOE | Permanent

A newly created Paraplanner role supporting three independent financial advisers, with client meetings and cash flow modelling part of the job.

A new role, so you get to shape it

Our client is an independent financial advice practice providing holistic financial planning to both private and business clients. This Paraplanner position is new, which means there is no predecessor's way of doing things to inherit. You will have a real hand in defining how paraplanning works for the team.

You will work closely with three IFAs, taking complex cases from initial research through to recommendation and producing the suitability reports that sit behind the advice. The technical breadth is real: pensions, investments, protection and cash flow modelling all feature.

This is not a back-office seat. Where practical you will attend client meetings, and the role is described as key and client-facing, so presentation and communication matter as much as technical accuracy.

What you will be responsible for

Advice support & suitability

• Support three IFAs, ensuring all work is accurate, compliant and tailored to each client's objectives
• Produce high-quality suitability reports across a range of financial planning areas, including cash flow modelling
• Support advisers on complex client cases from initial research through to recommendation

Technical research & analysis

• Carry out technical research across pensions, investments, protection and wider financial planning solutions
• Prepare client documentation and technical analysis

Clients & ongoing service

• Attend client meetings where practical
• Support annual reviews
• Maintain accurate client records

The experience that matters here

Essential

• Level 4 Diploma in Financial Planning (the stated minimum)
• Strong technical knowledge of financial planning, investments and pensions
• Excellent analytical and report writing skills
• The ability to work independently, manage priorities and meet deadlines
• Confident communication with clients and professional contacts, and a well-presented manner for a client-facing role
• A proactive attitude and a real wish to keep developing professionally

Desirable

• At least two years' experience as a Paraplanner in a financial planning environment
• Working towards Chartered status

The package

• £40,000 to £50,000 depending on experience
• Full study support towards Chartered status, including paid study leave and exam funding
• 5% employer pension contribution
• Death in Service at 4 x salary
• Long-term sickness pay
• 33 days' holiday including bank holidays, increasing after five years' service