Paraplanner

Are you a Paraplanner who loves solving problems, shaping advice, and bringing clarity to complex client needs? Then this is a role where your expertise will be genuinely valued. This highly respected award-winning financial planning and discretionary investment management house has a wealth of holistic Financial Planners, IFAs and Paraplanners across the country.

They are looking for an experienced Paraplanner to join its central support team, working alongside a nationwide network of Independent Financial Advisers.

You will be supporting financial advisers across a varied paraplanning caseload, from straightforward new business through to more complex planning requirements. Your work will play an important part in helping IFAs deliver well-researched, compliant and genuinely client-focused recommendations.

It’s also a role where you’ll be part of a collaborative paraplanning team, with the support and development opportunities to continue building your technical expertise.

Your role as a Paraplanner - what will you be doing?

You will become an important part of the financial adviser support process, taking paraplanning requests through from initial instruction to a completed suitability report.

Your day might involve researching investment funds and providers, checking existing arrangements, producing illustrations, preparing cash-flow modelling or turning detailed fact-find information into a clear and well-reasoned recommendation.

You will also work closely with the financial planning managers, particularly where information needs clarification or further detail, ensuring that the advice process is supported by the right information at every stage.

Your paraplanning responsibilities will include:

• Managing paraplanning requests from IFAs and keeping work progressing efficiently.


• Supporting both straightforward and more complex new business across areas including individual and business protection, investments, pension contributions, pension drawdown and replacement business.


• Providing additional support to the Pension Switch Team when required.


• Reviewing client information to ensure the financial adviser has the appropriate fact-find, objectives, investment information, attitude to risk and existing plan details available.


• Working with advisers to clarify information and identify anything further that is needed.


• Researching providers, funds and investment solutions, including charges, performance and risk information.


• Using systems such as Dynamic Planner and FE Analytics to support investment research and analysis.


• Producing quotations and illustrations through provider platforms, Assureweb and IRESS.


• Preparing cash-flow projections in line with the firm's established guidance.


• Drafting suitability reports using the available fact-find information, adviser notes and research.


• Working with financial advisers to obtain approval and finalise recommendations.


• Responding to feedback from file checking and completing any required remedial work.


• Maintaining accurate records and following internal processes, compliance requirements and regulatory standards.


• Protecting client confidentiality and handling sensitive information with the appropriate level of care.


• Contributing ideas and feedback that could improve the paraplanning service and wider processes.


• Keeping your technical knowledge current through relevant CPD and ongoing professional development.

What are we looking for?

• Level 4 CII or equivalent, with a desire to progress towards Level 6.


• At least two years’ experience within financial services.


• Previous paraplanning experience and an understanding of the advice process.


• Experience using financial services back-office systems.


• Strong IT skills, including Microsoft Word and Outlook.


• Excellent attention to detail, including written presentation, grammar, formatting and accuracy.


• The ability to research information thoroughly and turn it into clear, well-structured recommendations.


• Good planning, organisation and time-management skills.


• A practical approach to problem solving.


• Confidence using initiative and making sensible decisions within your remit.


• A reliable, discreet and professional approach to confidential client information.


• The ability to manage your own workload while contributing positively to a wider team.

Why work here?

The company is committed to its staff and clients; their focus is on delivering high-quality work, collaborating effectively with colleagues and providing excellent support to advisers.

You will have the support of an established team around you.

The salary is up to £40,000, depending on experience, for a 35-hour working week.

You will also receive:

• 25 days holiday, plus bank holidays and your birthday off


• Life assurance


• Income protection


• Pension


• Study support


• Access to a flexible benefits platform


• Genuine opportunities for continued technical and professional development

Most importantly, you will be joining a financial planning business that values collaboration, quality and the people behind the work.

Could this Paraplanner role be your next move?

If you are an experienced paraplanner who enjoys working closely with financial advisers, takes pride in producing accurate and well-researched work, this could be a really interesting opportunity.

We’d love to hear from you.