Paraplanner | Route to Adviser

Paraplanner | Defined Route to Adviser

Are you an ambitious Paraplanner, seeking to start their journey as an Adviser?

Do you want to work with HNW clients?

Are you interested in a firm that has its own DFM team, providing truly bespoke advice?

Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Paraplanner, seeking a fast‑track route to becoming a Financial Planner.

Joining the business as a Paraplanner, you will be working closely with the Advisors and attending meetings, where you will be introduced to new and existing clients, enabling you to start buildingrelationshipswiththemtounderstandthekeyskillsrequiredtobecomeahighcalibre Financial Planner.

The business works collaboratively as a team and this role offers full support and guidance to ensure you become a trusted Financial Planner, capable of attending client meetings to secure new clients, as well as, managing clients that are handed to you.

• Assist Financial Advisers in managing clients' planning needs and solutions, including assessing and researching options and solutions
• Be an additional point of contact when the Advisers are not available and develop relationships of trust with the clients, managing all client-related enquiries in a timely manner
• Attend client meetings with the Financial Planners
• Draft and present detailed financial reports, including suitability letters, transfer recommendations, and product illustrations
• Deal with insurance/investment companies, as required, to obtain client policy information or new illustrations and product information.

• 2+yearspostqualifiedrelevantexperience
• Strong all round technical knowledge of financial planning principles, investment products, pension transfers and taxation and client suitability
• Understanding of FCA regulations and compliance related to financial advice
• Proficiency in drafting and presenting detailed financial reports
• Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable.

• A University degree, with a minimum or 2:1
• Level 4
  
  Diplomain Regulated Financial Planning or CISI Investment Advice Diploma
• Adhere to the T&C scheme to ensure regulatory compliance
• Strong organisational and time management abilities and proficiency at multi-tasking
• Highly numerate, with the ability to analyse financial data and provide insights
• Meticulous when it comes to attention to detail with a strong focus on accuracy and compliance
• Professional, presentable and motivated self-starter