In this role, you will provide comprehensive paraplanning support to our advisers, including provider and product research, portfolio analysis, and suitability report writing. You’ll play a key part in delivering high-quality advice solutions and ensuring a seamless client experience.
What we are offering
Starting salary up to £41,200 p.a. (depending on skills and experience)
33 days annual leave (including bank holidays), increasing with length of service
10% non-contributory pension scheme
Optional personal pension contributions via salary sacrifice
4 x life assurance
Length of Service Anniversary Scheme
Free onsite parking
Modern, well-equipped offices with a small onsite gym
Key Responsibilities
* Conduct provider and product research, fund performance and risk analysis, and cashflow modelling (using FE Analytics or similar tools).
* Prepare bespoke, compliant suitability reports tailored to individual client needs.
* Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions.
* Support senior staff and advisers with technical analysis and evidence-based recommendations.
* Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies.
* Maintain your own workflow, working independently to meet deadlines and service level agreements.
* Communicate effectively with clients and colleagues via phone, email, and written correspondence.
* Collaborate with team members to ensure consistent service delivery and provide cover during absences when needed.
Skills & Experience
The ideal candidate will have:
* Proven experience in paraplanning and report writing within financial services.
* Strong technical knowledge of pensions, investments, and retirement planning.
* Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports.
* Experience with:
o Fund performance and risk analysis
o Various platforms and providers (preferred but not essential)
* A client-focused approach, with a commitment to excellence and relationship-building.
* Exceptional attention to detail and adherence to compliance and quality standards.
* Excellent organisational and time management skills, with the ability to prioritise and manage a high volume of tasks under pressure.
* Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with Curo or similar systems.
Qualifications
Ideally Level 4 Diploma in Regulated Financial Planning (DipPFS) or working towards completion.
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