An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career.
Main Purpose & Scope of the Paraplanner Role
The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact‑finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism.
Duties of the Paraplanner role
Client Acquisition
* Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database.
* Maintain accurate and up-to-date client records within the CRM and contribute to process improvements.
* Submit and track applications with providers, ensuring timely follow‑up.
* Ensure client documentation and forms remain current and compliant.
* Attend client meetings to provide technical and administrative support as required.
Existing Clients
* Prepare performance data and supporting materials for client review meetings, including meeting check sheets.
* Record and action agreed follow‑ups from client reviews, including portfolio risk profile updates.
* Support account changes and set‑up for existing clients as needed.
* Assist with client queries, including guidance on the Investor Portal.
* Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes.
Skills & experience required
Experience and Knowledge
* Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience.
* Familiarity with FCA regulations, compliance requirements, and suitability reporting.
* Experience liaising with clients, advisers, and management to gather information and support the advice process.
* Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude.
* Experience in producing client reports, cashflow modelling, and product research (desirable).
Skills
* Strong analytical and problem‑solving skills with the ability to interpret complex financial information.
* Excellent organisational skills with a keen eye for accuracy and attention to detail.
* Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines.
* High standard of written, numerical, and verbal communication skills, able to explain technical information clearly.
* Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers.
Salary and Benefits
* £45,000 - £55,000
* Annual bonus based on company performance
* Hybrid flexible working structure (1 day per week at home)
* Health cover
* 5% pension contribution
* 25 days holiday (inc. bank holidays)
* 35 hour week
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