Paraplanner - Norwich

Blakemore Recruitment; Norwich; On-site; GBP 30,000 - 45,000; Full time

Job summary

A prestigious Financial Planning practice in Norwich is seeking a skilled Paraplanner to support their Financial Planners. The role involves detailed analysis, solution construction, and maintaining excellent client relationships within a professional team. Ideal candidates will possess strong analytical and communication skills while holding a Diploma in Financial Planning with a commitment to ongoing development.

Qualifications

• Minimum of a Diploma in Financial Planning required.
• Four years of industry experience preferred.
• Ongoing self-development for CPD.

Responsibilities

• Conduct full analysis of clients' requirements and develop cash flow models.
• Prepare financial planning solutions and reviews for clients.
• Build and maintain client relationships through regular communication.

Skills

Analytical skills

Administrative skills

Communication skills

Research skills

Report writing skills

Education

Diploma in Financial Planning

Job description

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We are currently recruiting for a Financial Planning practice in Norwich who are looking to recruit a Paraplanner to join their team.

As a Paraplanner, you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge built up by the firm’s Partners, who between them have over 50 years’ experience.

Their approach, together with a loyal client base and a talented team, makes being a Paraplanner at this company a great opportunity for someone who shares the same ethos.

Overview

To support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients.

A Day in the Life of a Paraplanner

1. Analysis- full analysis of clients’ requirements, development of cash flow models, and accurate recording of client data.
2. Solutions- construction of financial planning solutions (investment, retirement, long-term care planning, tax, and IHT planning) supported by the production of computer models and reports.
3. Recommendations- preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.
4. Reviews- preparation of client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models.
5. Client Relationship Building- servicing clients’ day-to-day needs, liaising by telephone, letter, email, and attending meetings, including presenting solutions and recommendations.
6. Coordination- working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required, and clients are updated throughout the process.
7. Partners- working with other professional advisers such as solicitors and accountants to implement an agreed action plan.

About You

You will need:

• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes.
• Four years of industry experience – preferable.
• Excellent administrative, research, report writing, and communication skills.
• Excellent analytical skills with a preference for working in a structured, planned manner.
• Ongoing self-development to maintain an appropriate level of CPD for the role.