Job Description
Job Title: Paraplanner
Location: Portsmouth/ Solent area - Hybrid working
Qualifications: Diploma in Regulated Financial Planning or equivalent
Job Description
The successful candidate will support the Financial Planners throughout the lifecycle of a client, including research and report writing. They will work closely with our administration team providing guidance to ensure successful implementation of all recommendations and will support Senior Management as required.
The candidate will be client focused, deliver high quality advice reports and demonstrate commercial acumen commensurate with the role.
Systems & Process
* Actively contributing to process improvement, both in terms of idea generation and execution.
* Meeting/exceeding turnaround times and maintaining high productivity levels.
* Taking ownership of cases from submission to implementation, monitoring progress and resolving issues proactively.
* Taking ownership of various MI reporting and relevant projects, ensuring these are seen through to completion.
* Demonstrating effective use of IT software, with the ability to quickly become a superuser—capable of
* identifying data integrity issues, implementing rectification processes, and training others as required.
Report Writing
* Collaborate with Financial Planners and support teams to ensure a seamless client experience and timely delivery of advice.
* Prepare detailed and FCA-compliant suitability reports across a broad range of advice areas.
* Accurately consolidate a client’s needs and objectives into comprehensive and well written suitability reports.
* Undertake product and investment research as required.
* Assist with the maintenance of the SR library, both content and templates.
* Demonstrate a level of commerciality commensurate with position.
* Attend training courses, webinars, seminars, etc as required to maintain CPD and required knowledge level.
The candidate will possess the following competencies and attributes.
* High level of technical proficiency across all major financial planning areas
* Excellent customer relations both face-to-face and by telephone.
* Ability to plan, organise and prioritise own work whilst remaining flexible.
* Excellent attention to detail and a proactive attitude.
* Strong problem-solving skills with the ability to analyse and interpret complex information.
* Committed to ongoing learning and development, with a focus on maintaining professional standards and regulatory knowledge.
* A professional and confidential approach.
* Must be able to work independently and as part of a team, providing cover or assistance to colleagues when required.
* IT literate and numerate. (competent to above average Word & Excel required)
* Fluent written and spoken English.
Career Progression
The business will support the successful candidate in developing and continuing their career in financial services. A development programme will be agreed with the candidate.
Ref: 4264