Technical Paraplanner

Blakemore Recruitment; England; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in the financial services sector is seeking a Paraplanner to support financial planners and advisors in their work with high-net-worth clients. This pivotal role will involve preparing analyses, managing client communications, and ensuring compliance with FCA regulations. The firm emphasizes career development, encouraging staff to pursue Chartered Financial Planner status while offering a supportive environment.

Benefits

Staff development support

Growth towards Chartered status

Qualifications

• CII Diploma preferred; willingness to pass 2 exams annually for Chartered status.
• Experience in financial service roles or paraplanning is beneficial.
• Strong team-working skills and ability to handle pressure.

Responsibilities

• Supporting financial planners in preparing financial analyses and recommendations.
• Ensuring compliance with financial regulations and standards.
• Managing client documentation and communications.

Skills

Product research

Analytical skills

FCA regulations understanding

Communication skills

IT skills

Organizational skills

Attention to detail

Education

CII Diploma

Tools

Enable (CRM tool)

Job description

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Paraplanner - London, Hertfordshire, and Surrey

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 clients
• Willingness to continually develop knowledge of products and related issues through internal and external learning
• Effective written and verbal communication skills to meet business needs
• Ability to prioritize and organize workload
• Capacity to work under pressure and meet deadlines
• IT skills relevant to used computer packages, including detailed understanding and use of Enable (CRM tool)
• Accuracy and attention to detail in work
• CII Diploma, with willingness to study and pass 2 exams annually until achieving CII Chartered Financial Planner status

Key Responsibilities:

• Preparing for client meetings, including financial analysis and data compilation, with support from Technical Assistants
• 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
• Managing client reviews and documentation
• Preparing paperwork for client meetings
• Assisting with technical reviews of services and products
• Producing reports for complex cases
• Checking pension contributions, including carry forward
• Corresponding professionally with clients, providers, and third parties
• Representing the business at meetings as required
• Staying updated on market conditions and competitors
• Attending Investment Committee meetings and taking minutes
• Drafting financial plans and suitability letters for review and approval
• Acting as a point of contact for clients
• Promoting the business within professional and wider communities

This is an excellent opportunity to join a highly professional firm dealing with HNW clients. They emphasize staff development and support your growth toward Chartered status.