Paraplanner
Job Type
Permanent
Industry
Financial Services
Location
City / Hybrid
Salary
£55k
Qualifications
Level 4 or equivalent – working towards level 6
Skills
Experience in assisting financial advisers preparing cash flow models, and drafting personalised financial plans based on client needs.

Paraplanner required to join a dynamic and forward thinking City based Wealth and Investment Management Firm.

Working in a close knit Investments Team, the purpose of the Paraplanner is to provide essential technical and administrative support to financial advisers, helping to create accurate, compliant, and effective financial plans for clients.

The Team are looking for someone with great technical knowledge (ideally studying towards chartered but not essential) who needs limited direction, so someone experienced enough to hit the ground running on HNW client cases to support Advisers with all elements of PP. At present this is a stand-alone PP role supporting 2 Advisers and there’s 2 other admin support in the team.

Benefits inc:

• 26 days annual leave with 1 well-being day in addition to leave • Full study support • Pension • Death In Service • Enhanced policy offerings

Responsibilities

The Paraplanner will handle much of the behind-the-scenes work, allowing advisers to focus on client relationships and strategic advice. Paraplanners conduct in-depth research on financial products, tax implications, investment strategies, and other relevant factors to support the financial adviser’s recommendations. They help to prepare detailed financial plans, including cash flow analysis, retirement projections, investment strategies, and protection solutions, ensuring all advice is tailored to the client’s specific needs and objectives.

Key Responsibilities: • Research and Analysis • Suitability Reports • Suitability Report Checking • Regulatory Compliance and Risk Management • Advisers and Client Support • Mentorship and Continuous Learning and Development

Requirements

To be successful within this role you should have: • Experience in assisting financial advisers preparing cash flow models, and drafting personalised financial plans based on client needs. • Hands-on experience researching and comparing financial products, analysing investment options, and understanding tax implications to support adviser recommendations. • Client Interaction experience • Knowledge of Regulatory Requirements • Extensive use of financial planning software

Qualifications / Technical Knowledge • Level 4 or equivalent – working towards level 6 • To succeed in this role, you will have good technical knowledge and a deep understanding of financial products and compliance regulations.

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