Paraplanner

The opportunity

The Paraplanner is an integral member of the Paraplanning Centre of Excellence in delivering outstanding client experience. Working closely with the Paraplanning team, Client Executives and Financial Planners, you will be key to making a meaningful impact on our clients’ financial futures by assisting in the delivery of bespoke financial planning solutions.

In this role you will be required to produce compliant, high quality, detailed suitability letters and reports. You will propose and implement recommendations, collaborating with Financial Planners to clarify goals and objectives to ensure plans are aligned with the aspirations of the client.

Possessing a client-focused mindset, you will embrace the opportunity to support client review meetings where appropriate. You will develop good rapport with clients in meetings and through other forms of communication, supporting and enhancing the overall client experience.

Hold the Level 4 Diploma in Financial Planning as a minimum. As a fully competent Paraplanner, you will demonstrate good application of technical knowledge and skills, showcase an ability to undertake highly technical, precise and detailed work to a consistently high standard. You will possess a sound understanding of financial products, FCA principles and regulatory standards.

• Become a technical expert in a particular specialism, have regular development conversations.
• Work towards an Advanced Diploma in Financial Planning or Chartered Status.
• Explore career paths and growth opportunities available within the Paraplanning Centre of Excellence or by becoming a Financial Planner.

This role will be based in our Cheltenham office. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.

As a Paraplanner, you will complete all paraplanning tasks together with responsibility for the following:

• Research and analysis: conduct in-depth research and analysis to identify suitable solutions. Perform and present cashflow modelling scenarios to clients as required.
• Technical work: prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients.
• Liaising with providers: speak to external companies to obtain information about existing and potential investments.
• Client requirements: determine client objectives and priorities, together with understanding client attitudes to risk and capacity for loss.
• Managing documentation: prepare client files for review meetings and maintain these compliantly throughout the client advice journey.
• Compliance and regulation: work with honesty and integrity, disciplined in following FCA principles, demonstrating adherence to relevant regulations, rules and procedures.
• Supporting the team: share expertise and best practice with Senior Client Executives and assist them with complex client matters. Carry out peer reviews.
• Technical knowledge: dedicate time to meet continuous professional development requirements and maintain product and technical knowledge.

To thrive and be successful in the role you will be/need:

• Financial Services experience.
• Possess a sound understanding of financial products, FCA principles and regulatory standards.
• Great tech skills – Proficiency in Microsoft Office (advanced Word/Excel skills) and a good working knowledge of different provider platforms.
• Methodical and organised – An ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues.
• Excellent writing skills – Skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise.
• Exemplary communication and relationship building skills – A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes.
• Passion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practice and…