Paraplanner

Paraplanner

Salary: £47,000–£55,000, depending on qualifications and relevant experience

Location: Whiteley — office-based, with free on-site parking

Hours: 35 hours per week, Monday to Friday, 9.00 am–5.00 pm, with a one-hour unpaid lunch break

Are you an experienced Paraplanner who enjoys getting into the detail, asking the right questions and turning complex financial planning into clear, well-researched advice?

We’re looking for a Paraplanner to become an important part of our client’s growing Financial Planning team.

Responsibilities:

You will provide high-quality technical support across a wide range of financial planning cases. Your responsibilities will include:

• Researching and comparing planning options, products and providers across pensions, investments, inheritance tax planning, protection and equity release.
• Clearly documenting your research, conclusions and rationale.
• Preparing accurate, easy-to-understand suitability reports and supporting calculations based on each client’s circumstances and the Adviser’s recommendations.
• Reviewing fact finds, existing arrangements and third-party information before cases progress.
• Identifying gaps, inconsistencies or missing information and raising questions with the Adviser.
• Working with Advisers and Client Relationship Managers to manage priorities, handovers and deadlines.
• Improving the quality, consistency and efficiency of reports and processes.
• Sharing your technical knowledge and helping colleagues develop their understanding.

Requirements:

• You will ideally have around five years’ relevant experience, particularly with investment and pension cases.
• A Level 4 Diploma in Financial Planning or equivalent qualification.
• Methodically worker with a high attention to detail.
• Ability to research and resolve solving technical financial planning questions.
• Ability to explain complex information in clear, straightforward language.
• Ability to take ownership of your work and follows cases through.
• Ability to ask questions when information is incomplete or something does not add up.
• Welcomes constructive discussion about the best outcome for a client.
• Communicates clearly with Advisers and colleagues.
• Enjoys contributing to a close-knit team. You may already be Chartered or working towards
• Chartered status, but neither is essential. We’re equally interested in someone who wants to deepen their expertise and build a long-term career as a highly experienced Paraplanner.

Please apply today with your CV for this exciting new role.