Paraplanner

Description:

Job Title: Paraplanner
Location: Midlands
Salary: Up to £50,000 (depending on experience) About the Role
We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities
Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports.
Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required.
Ensure all client information is collected in line with 'know your client' principles and company policy.
Confirm compliance documentation is accurate and complete at the time of presenting suitability reports.
Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation.
Ensure client declarations and authorisations are in place before any transactions occur.
Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews.
Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience
Minimum 2 years' experience in a Paraplanning role at an IFA firm.
Experience across a variety of financial products with a strong understanding of the full financial planning process.
Qualifications: DipPFS or equivalent Level 4 qualification.
Excellent client communication and relationship management skills.
Strong team working, planning, and prioritisation abilities.
Proficient in using IT software systems.
High standards of honesty, integrity, dependability, and personal commitment.
Ability to work independently to achieve agreed outcomes.
Adaptable, enthusiastic, and committed to delivering quality service. The Package
Salary: Up to £50,000 depending on experience
Pension: Employer contribution of 3% with salary sacrifice for employee contributions
Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days)
Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support