Paraplanner

• As a Paraplanner, you will provide recommendations, financial analysis, technical and research support to the Financial Planners to deliver excellent client service and outcomes
• You will act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally, if necessary, attending review meetings with Financial Planners
• You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion others
• To be successful you will build deep and meaningful relationships with the clients and the team, always being mindful of the ways we can improve the client experience
• Become a technical expert in a particular specialism, have regular development conversations
• Work towards the Advanced Diploma in Financial Planning and Chartered Status
• Explore career paths and growth opportunities available within the Paraplanning Centre of Excellence or by becoming a Financial Planner
• As a Financial Planning Technician, you will complete all paraplanning tasks together with responsibility for -
• 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 meeting sand maintain these compliantly throughout the client advice journey
• Compliance and regulation:
  Working with honesty and integrity, you will be disciplined in following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures that apply to your role and conduct of the business
• Supporting the team: share expertise and best practice with others and assist them with complex client matters. Carry out peer reviews
• Technical knowledge: dedicate time to meet continuous professional development requirements and maintaining your product and technical knowledge

• Wellbeing day:
  As part of Progeny’s ongoing commitment to wellbeing, all team members are given a paid day off to focus on themselves
• Employee Assistance Programme: A programme via Health Assured providing counselling, legal support, bereavement support and more
• Private Healthcare Scheme:
  Provided by BUPA, this includes a digital GP, a 24-hour helpline and counselling support
• Group Pension Scheme:
  We operate a personal pension plan and will match team members contributions up to 5% with the option for team members to pay in more if they choose
• Volunteering day:
  Team members are entitled to a paid volunteering day each year to spend supporting your community

Exemplary communication and relationship building skills – A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes

Methodical and organised – An ability to work autonomously and manage your own workload

Passion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development

Excellent writing skills – Skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise

Great tech skills
- Proficiency in Microsoft Office (with advanced Word/Excel skills) and a good working knowledge of different provider platforms

Financial Services experience
- Possess sound understanding of financial advice, FCA principles and regulatory standards with experience using a range of provider products, services and capabilities

Technical knowledge
- Possess the Level 4 Diploma in Financial Planning Effectively to produce thorough work that meets the needs of our clients and colleagues