We are hiring for a Paraplanner to join our growing team.
In this role you will be responsible for providing excellent service to the Fidelius Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client's financial objectives.
Fidelius is a Chartered Financial Planning firm with offices across the UK in Bath, Cheltenham, Chelmsford, London, and Nottingham. It is recognised as a VouchedFor Top Rated Firm 2025 and was ranked in the top 20 of FT Adviser's Top 100 Financial Advisers in 2024. Founded in 1998, the company has around 240 employees and offers services including Wealth Management, Retirement Planning, Protection Planning, Employee Benefits, and Mortgages.
At Fidelius, our mission is to help clients build the life they want with confidence. We make it happen. We pride ourselves on excellent client service through long term financial planning and we know our people are the key to our success.
Office locations
We are open to applications in all our office locations. We have offices in Bath, Cheltenham, Chelmsford and Nottingham.
Key responsibilities
Research & Recommendations
* Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
* Conduct fund research using the Fidelius panel or FE Analytics where appropriate.
* Review asset allocation for any investment/pension holdings
* Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
* Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
* Preparation of fund switch and encashment letters according to advice provided.
* Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.
* Liaise with Product Providers / Third Parties regarding any technical queries.
Team Working
* Build a strong working relationship with all colleagues across the business.
* Accurately complete new business sheets to be handed over to the PA.
* Complete 4-eyes checks on the completion of application/trust forms before submission to the client or complete the forms if necessary.
* Complete 4-eyes checks of new business prior to PA submission to the providers.
* Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
* All work to be completed within agreed SLA's.
* Provide absence cover for colleagues.
* Undertake project work and additional duties as and when required.
Training & Technical Knowledge
* Following your Training Plan; undertake regular training sessions with Paraplanners, Client Service Manager and Business Quality, as well as seeking out opportunities for further development.
* Successful completion of all relevant exams as agreed throughout your training plan.
* Regularly update and maintain industry/product knowledge, through webinars, seminars, and training sessions.
* Successfully undertake company quarterly tests.
Compliance
* Treat all data with complete confidentiality and take reasonable steps to protect this at all times.
* Treat our customers fairly at all times, referring to your Line Manager or the Head of Compliance for guidance if necessary. Act in accordance with Compliance procedures and FCA Regulations at all times to ensure regulatory requirements and company policies are correctly followed.
* Maintain client records and update client information on back office systems to keep an effective audit trail.
* Undertake work appropriate to the individual Paraplanner licence.
Knowledge, Skills and Competencies
* Full time, hybrid role.
* Previous experience of working in similar role in a small to medium sized environment within Financial Services.
* Previous experience of practical application of technical financial knowledge.
* Previous data research and report writing experience within financial services.
* Good working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
* Customer focus approach to getting the best outcome for the client and the business.
* Experience of working in an environment of significant change.
* Working towards becoming full Diploma qualified.
* Good understanding of the Financial Planning process.
* Experience of delivering accurate, relevant and timely information.
Desirable:
* Experience of working with IO back office software.
* Experience of working with FE Analytics research tool.
* Experience of working with a Discretionary Fund Manager.
* An understanding of cashflow modelling.