We are currently recruiting for an experienced Paraplanner on behalf of our client, a well-established wealth management firm. This role offers an excellent opportunity to support a dynamic team of advisers in delivering high-quality financial services to clients. The successful candidate will provide technical paraplanning support, helping to design and implement comprehensive financial strategies tailored to clients' needs.
Key Duties and Responsibilities:
* Provide high-level technical paraplanning support to the team.
* Collaborate closely with advisers to identify financial planning opportunities and source suitable solutions for clients.
* Construct financial planning solutions across investment, retirement, tax, and estate planning, supported by detailed reports and computer models.
* Communicate with clients and other parties to ensure smooth case progression.
* Consider asset allocation and develop appropriate investment strategies in line with clients' risk profiles.
* Produce clear, comprehensive suitability reports, ensuring compliance with regulations.
* Act as the primary point of contact for technical queries, supporting clients throughout their financial journey.
* Prepare for client reviews, updating financial models, and generating performance reports.
* Obtain necessary information, quotes, illustrations, and product details to support analysis.
* Assist with tax calculations and provide support during client review meetings.
* Stay up to date with template changes, advice notes, and industry developments.
Person Specification:
Knowledge and Experience:
* Previous paraplanning experience in an IFA or Wealth Management setting.
* Minimum Level 4 Diploma (or working towards) in Financial Planning (or FPC qualified with substantial experience).
* Ideally working towards Chartered Financial Planner status.
* Familiarity with key research systems (e.g., Analytics, Voyant).
* Experience in pension transfers and the administration of IHT/Investment products.
* Up-to-date knowledge of relevant financial regulations and legislation.
Skills and Behaviours:
* Strong numeracy and analytical skills.
* High attention to detail and accuracy in transposing information.
* Experience using templated Suitability Letters and dealing with third parties with discretion.
* Excellent organisational and communication skills.
* Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
* Ability to manage multiple tasks and conflicting priorities efficiently.
* Positive attitude and a strong team player.
* Passionate about providing exceptional client service.
If you are looking to develop your career in a supportive environment with opportunities for growth, we would love to hear from you. Apply now to be considered for this exciting Paraplanner role.
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