Paraplanner

Paraplanner

Gwent, South Wales

Permanent Contract

Salary:
Circa 35K (DOE)

Our Client

We are looking to recruit a Paraplanner to join our clients expanding multi-business group which covers Financial Services and Estate Planning.

The paraplanner is a vital role for our client’s team, supporting their financial advisers to deliver consistently high-quality advice and exceptional client service.

The ideal candidate will play a key role across all stages of the financial planning journey, from technical research and report writing through to client interaction and adviser support. Whether you’re attending client meetings or analysing complex product and investment documentation, no two days will be the same.

The role

This is a varied, stimulating, and pivotal position within the business. Depending on your level of experience, responsibilities will include some or all the following:

* Assisting with all aspects of the financial planning process

* Producing high-quality suitability reports and supporting documentation

* Researching and analysing products, investments, and planning strategies

* Supporting advisers before, during, and after client meetings

* Dealing with clients by phone and, where appropriate, face-to-face

* Maintaining accurate client records across our back-office.

* Preparing and maintaining client files in line with regulatory requirements

* Take ownership of more complex cases and planning scenarios

* Act as a technical reference point for advisers and other staff members.

* Review work produced by others and help maintain quality standards

Strong technical knowledge across pensions, investments, protection, and broader financial planning.

About you

We can consider candidates at different stages of their paraplanning career. You may be earlier on your journey or already operating at a senior technical level.

To be suitable for this role, you will need:

* Relevant financial planning qualifications e.g. Diploma in Financial Planning

* Strong IT skills, with confidence using Microsoft Word and Excel, and the ability to pick up new systems quickly

* A high level of attention to detail and a professional, client-focused approach

* Enjoy working in a fast-paced environment

* Be a team player as culture is very important to our client