We are excited to be partnering with a well-established financial services company with offices across the UK, as they look to recruit experienced Paraplanners to support their continued growth. The role involves providing technical support to Advisers by conducting detailed research on clients’ current and potential financial arrangements. Assessed against clients’ objectives, this research is used to produce accurate, timely, and compliant financial planning reports while maintaining exceptional standards of client service.

Key Responsibilities

• Prepare Financial Planning Reports for Advisers to present to clients.
• Conduct research on financial products to support Advisers in identifying appropriate solutions.
• Assist with client reviews and requests, serving as a point of contact for day-to-day queries.
• Submit financial plans to relevant company providers.
• Maintain client records using company software, ensuring accuracy, compliance, and high presentation standards.
• Prepare client review packs and process illustration requests.
• Stay up to date with financial products, services, and legislation.
• Adhere to all firm and industry guidelines, rules, and regulations.

Requirements

• Previous experience in a Financial Advice firm with Paraplanning and reporting experience.
• Diploma qualification desirable; candidates with equivalent skills and experience will be considered.
• Reliable and able to manage and prioritise workloads effectively.
• Excellent communication and business correspondence skills, with attention to detail and accuracy.
• Strong analytical and problem-solving abilities.
• Team-oriented with a positive attitude.
• Highly organised with the ability to multitask and adapt to change.

Benefits

• Support for professional industry exams and study.
• 25 days holiday (excluding Bank Holidays) with a Holiday Purchase scheme.
• Access to an In-House Training Academy.
• Annual salary review.
• Birthday day-off.
• Life Assurance and Pension scheme.
• Quarterly Bonus Scheme.