Paraplanner (Private Client) Origen Financial Services

Origen Financial Services Limited; Farnborough; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Private medical cover

Life assurance

Critical illness cover

Income protection

Enhanced parental leave

Job summary

Origen Financial Services Limited is seeking an experienced Paraplanner for a remote role with monthly attendance at the Farnborough office. The position offers a competitive salary up to 50k and requires strong planning, organisation, and client documentation skills to deliver timely advice and meet service levels.

You will review fact-finds, perform research and prepare draft reports, coordinating with BQU and advisers to ensure high-quality files across the client book.

Qualifications

• Level 4 Diploma qualification.
• Paraplanning experience essential across providers.
• Financial services experience essential, preferably in life/pensions.

Responsibilities

• Review private fact-finds and ensure client needs are clearly documented, challenge advisers as needed.
• Perform research, tax calculations, and illustrations to support holistic advice.
• Draft suitability reports for adviser approval using templates and factual justification.

Skills

Paraplanning

Financial services

Excel

Word

Education

Level 4 Diploma

Job description

Contract:

Permanent

Location:

Remote, withonce a month attendance in the Farnborough office.

Salary:

A competitive salary up to 50k depending on the experience you can bring

As one of the UK’s leading financial planning firms, we’re proud to be a trusted partner to individuals, families, trustees and businesses across the country. Our highly qualified advisers support thousands of clients every year, helping them make confident financial decisions and plan for a secure future.

We’re looking for an experienced Paraplanner who will need excellent planning and organisation skills, with the ability to analyse and document client needs clearly in a timely manner to meet agreed service levels to ensure that we are operating a commercial service, plus meeting personal targets.

Key Responsibilities include:

• Reviewing and quality check private fact-finds to ensure all aspects of the client financial needs are clearly documented, challenging the advisers where appropriate to enable them to research suitable solutions based on the information provided. As part of this the role holder will be expected to challenge gaps and justifications with advisers where appropriate.
• Complete relevant research, tax calculations, illustrations, utilising research tools to ensure holistic advice is provided to the client.
• Prepare draft suitability reports within an agreed timescale, for final approval by the adviser, using technical knowledge and experience plus compliance approved templates and soft facts including justification for advice.
• To liaise with the Business Quality Unit (BQU) to ensure that the file quality is within required standards and to act as a conduit between the Adviser and BQU to resolve any remedial points identified following a file being checked.
• To set down holistic financial planning advice for each client using the information provided to draft a recommendation report. To use own knowledge and expertise to construct a draft advice report where this falls outside of the Origen templated reports/standard paragraphs, preparing a report for sign off by the Origen adviser.
• In sending drafts Paraplanner is required to hit and exceed the set target on a monthly basis, individually and to support the wider team goals.
• To obtain illustrations, Key Features Documents, taking responsibility of all application forms and associated documentation to support the recommendations report, ensuring it can be processed.
• Co-ordinate the issue of the final recommendation report and other documentation for client signature if deemed appropriate.
• Produce high quality draft outputs, requiring minimal changes from advisers, attracting positive feedback and excellent grades from the file checking team.
• Update the Paraplanner worklog on an ongoing basis, ensure all record keeping is maintained on XPlan ensuring documents are imported in a timely manner to support the sale.
• Liaise with advisers and other parts of Origen plus third parties for additional information to support the recommendations for the clients, with the ability to challenge/agree requirements to ensure the paraplanning activities are performed in a timely and quality manner.
• Maintaining compliant files up to the point of sale.
• To maintain both technical and market knowledge on an ongoing basis to maintain CPD and demonstrate ability to analyse, research and document recommendations across whole of market products.

We’d love to hear from you if you have:

• Level 4 Diploma qualification
• Previous Paraplanning experience essential, across a wide range of providers.
• Financial Services experience is essential preferably obtained in a life and pensions environment.
• Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice.
• Intermediate on excel and word.

What’s in it for you?

• We ask you to contribute 3% of your salary to your pension and we’ll put in 6%.
• 25 days leave per year (including bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, income protection, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives.

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.

Interview Process

• 1st Stage – Telephone interview
• 2nd Stage – Technical knowledge test
• 3rd Stage – Competency-based Teams interview