Technical Manager (Paraplanner)

Nelson Scott; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in financial services seeks a Paraplanner to prepare suitability reports and support Financial Planners with client interactions. The role requires strong technical knowledge and communication skills alongside a Level 4 Diploma in Financial Planning. Successful candidates will manage their workload effectively while enhancing their professional knowledge.

Qualifications

• Demonstrable experience of paraplanning and technical knowledge.
• Proven track record of delivering written financial advice.
• Ability to work independently and as part of a team.

Responsibilities

• Prepare suitability reports across various financial products.
• Support Financial Planners in client meetings and cashflow modelling.
• Maintain accurate client records and ensure compliance with FCA guidelines.

Skills

Organisational skills

Communication skills

Analytical skills

Stakeholder management

Technical knowledge

Education

Level 4 Diploma in Financial Planning (DipPFS)

Job description

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Job purpose

To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners.

To provide support and guitdance to more junior staff and other departments. Supporting with technical knowledge and advice.

A good knowledge of advice and understanding of clients needs and the desired client outcomes. Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.

To support financial planners with client meetings including presentation of cashflow and other duties such as

preparing responses on technical matters.

Key Responsibilities

Prepare suitability reports across a wide range of advice types, financial products, and investment solutions

Carry out any necessary technical research

Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they

are kept accurate and up to date at all times

Work with the Financial Planner to ensure the correct client outcome in achieved

Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required

Manages own workload to meet personal targets

Communicate effectively with the Financial Planners to manage expected delivery dates

Responsible for managing process, tasks and complying with FCA guidelines

Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice

Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls

Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate

CPD log

Participate in local projects to support the overall Financial Planning Team, as required

Key Skills and Experience

Demonstrable experience of paraplanning gained with a proven solid technical knowledge

Proven track record of delivering written financial advice

Good organisation and prioritisation skills; able to work independently and within a team

Excellent communication skills both written and verbal

Good stakeholder management with positive influencing skills

Literacy, numerical and analytical skills are essential

Professional Qualifications and Education

Level 4 Diploma in Financial Planning (DipPFS)