Paraplanner

Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets.

Day-to-day of the role:

• Client Interaction and Analysis:

  • Understand clients' financial situations and objectives.
  • Analyse clients' circumstances, objectives, and risk profiles.
  • Identify missing client information pertinent to formulating recommendations.
  • Maintain accurate and up-to-date client records.

• Research and Technical Support:

  • Provide research on advice areas, products, and investment solutions using company-approved systems.
  • Prepare information and comparisons for analysis by advisers.
  • Assist in cashflow modelling analysis.

• Report Preparation:

  • Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures.
  • Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients.

Required Skills & Qualifications:

• Essential:

  • 5 GCSEs passes or equivalent including English and Maths.
  • Attainment of the Level 4 Diploma in Financial Planning.
  • Strong communication skills, able to adapt language and style to suit the audience.
  • Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.
  • Proficient in customer service, understanding and prioritising work to deliver excellent service.
  • Teamwork and collaboration skills, understanding the importance of working together to improve outcomes.
  • Technological proficiency relevant to the role.

• Location: London, UK
• Job Type: Full-time

Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. As a Paraplanner, you will play a crucial role in supporting our clients-both corporate and personal-by ensuring they make informed financial decisions aligned with their specific needs.

Day-to-day of the role:

• Client Interaction and Analysis:

  • Understand clients' financial situations and objectives.
  • Analyse clients' circumstances, objectives, and risk profiles.
  • Identify missing client information pertinent to formulating recommendations.
  • Maintain accurate and up-to-date client records.

• Research and Technical Support:

  • Provide research on advice areas, products, and investment solutions using company-approved systems.
  • Prepare information and comparisons for analysis by advisers.
  • Assist in cashflow modelling analysis.

• Report Preparation:

  • Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures.
  • Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients.

• Administrative Support:

  • Maintain client and plan records on the back-office system.
  • Ensure all relevant documentation is correctly uploaded and named in accordance with company procedures.
  • Manage and complete tasks on the back-office system as per company procedures.

Required Skills & Qualifications:

• Essential:

  • 5 GCSEs passes or equivalent including English and Maths.
  • Attainment of the Level 4 Diploma in Financial Planning.
  • Strong communication skills, able to adapt language and style to suit the audience.
  • Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.