Paraplanner/Technical Analyst

TN United Kingdom; Colchester; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in Colchester is seeking a Paraplanner/Technical Analyst to support financial planners in advising clients on strategies and products. This role involves client interaction, financial analysis, and compliance with regulations, offering opportunities for professional development.

Qualifications

• Thorough knowledge of product research and analytical tools.
• Effective written and verbal communication skills.
• Understanding of FCA regulations and guidelines.

Responsibilities

• Preparing for client meetings and compiling financial analyses.
• Researching products to support recommendations.
• Ensuring compliance with regulatory standards.

Skills

Product Research

Teamwork

FCA Regulations

Communication

Organizational Skills

IT Proficiency

Tools

Enable (CRM system)

Job description

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Paraplanner/Technical Analyst, Colchester

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Client:

Blakemore Recruitment

Location:

Colchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ca3869b40c10

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

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Job Description:

Paraplanner/Technical Analyst

The Role: To support the Partner and Financial Planners in informing and advising clients on financial strategies, plans, and products.

Key Requirements and Skills:

• Thorough knowledge of product research and analytical tools
• Good team working and liaison skills to effectively handle tasks and support team members
• Understanding of FCA regulations and guidelines related to financial services
• Willingness to develop knowledge of products and related issues through ongoing learning
• Effective written and verbal communication skills
• Ability to prioritize and organize workload efficiently
• Capability to work under pressure and meet deadlines
• Proficiency with relevant IT tools, including detailed use of Enable (CRM system)

Key Responsibilities:

• Preparing for client meetings, including:
• Financial analysis compilation, requesting data from Technical Assistants as needed
• Analyzing client data and preparing cash flow analyses
• Researching products to support recommendations
• Compiling financial planning recommendations and suitability reports
• Supporting the Client Partner and Financial Planner
• Ensuring compliance with regulatory standards
• Liaising with product providers and third parties
• Following through on client requirements to conclusion
• Managing and monitoring client annual reviews
• Preparing paperwork for client meetings with Technical Assistant support
• Assisting with annual technical reviews of services and products
• Preparing O&M reports for complex cases, coordinating with Technical Assistants for straightforward cases
• Checking pension contributions, including carry forward
• Drafting correspondence with clients, providers, and third parties professionally
• Representing the business at client and BDM meetings
• Staying updated on market conditions and competitors’ strengths and weaknesses
• Attending Investment Committee meetings and taking minutes
• Drafting Financial Plans and reviewing them with the Client Partner
• Drafting complex suitability letters for approval and instructing Support Assistants
• Serving as a point of contact for clients
• Promoting the business within the profession and wider community

This role offers an excellent opportunity to join a small, highly professional business serving HNW clients. The company values staff development, supports knowledge and skill enhancement, and encourages pursuit of Chartered status.