Paraplanner- spec

TN United Kingdom; Norwich; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Paraplanner to join their experienced team in Norwich. This role offers the chance to work closely with financial advisors and administration teams, delivering comprehensive paraplanning services. The ideal candidate will possess a Level 4 Diploma and have strong analytical and communication skills. With a focus on teamwork and professional development, this opportunity provides a stable environment and support for further industry qualifications. If you're passionate about financial planning and eager to contribute to a collaborative team, this position is perfect for you.

Benefits

Support for further industry exams

Stable work environment

Team knowledge sharing

Referral bonus

Qualifications

• Experience as a Paraplanner in a Financial Planning environment is essential.
• Understanding of FCA regulations and their practical application.

Responsibilities

• Provide technical assistance and support within a team of Paraplanners.
• Write technical recommendation reports and conduct research.

Skills

Analytical Skills

Communication Skills

Problem Solving

Attention to Detail

Education

Level 4 Diploma

Chartered Status (desirable)

Job description

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Location

NORWICH

Salary: Competitive

Type: Permanent

Workplace: On-Site

Ref: 88024

THE CLIENT:

At this company, they owe their success to their people and processes. The Paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to take the helm. The ideal candidate will be a problem solver with excellent communication skills and impeccable attention to detail. Previous experience working as a Paraplanner within a Financial Planning environment, preparing suitability letters, reports, and recommendations, as well as providing technical support to complex client queries, is essential. The ability to multitask, manage complex schedules, and meet changing deadlines is crucial.

THE OPPORTUNITY:

1. Work within a team of experienced technical Paraplanners, providing support and technical assistance.
2. Liaise closely with the administration team and financial advisors to deliver comprehensive paraplanning services.
3. Write technical recommendation reports, conduct research and analysis, and review client files upon completion of business.
4. Benefit from an experienced management team and a culture built on shared knowledge and teamwork.
5. The company offers a stable environment and opportunities to develop your skills. Support for further industry exams is available if desired.

WHAT'S NEEDED TO BE CONSIDERED?

• Level 4 Diploma qualified (or working towards) is essential.
• Chartered status would be desirable (or working towards).
• Experience in a fast-paced financial planning practice.
• High analytical capability and strong communication skills.
• Understanding of FCA regulations and products, and their practical application.
• Effective written and verbal communication skills.
• A professional, proactive, and positive attitude.

WHAT'S NEXT?

Apply today to be considered for this opportunity. If suitable, a specialist consultant will contact you to discuss the role in detail before your CV is submitted to the client. This discussion aims to identify your skills and motivations and may lead to other relevant opportunities matching your profile.

Additionally, refer a friend or colleague and receive £200 when we assist them in securing a new career!

Synonyms: report writer, financial planner, technical sales support, technical planner, paraplanner, suitability