Paraplanner

An established and award-winning financial planning firm in Worcestershire is looking for an experienced Adviser Support / Paraplanner to join its friendly and collaborative team.

This is a varied opportunity for someone with a strong background in financial services administration who also has technical paraplanning experience, or is keen to develop further in this area. Working closely with Financial Advisers, you will provide support throughout the financial planning process, combining client administration, new business processing, technical research and suitability report writing.

The successful candidate will be comfortable working across both administration and paraplanning responsibilities, taking ownership of cases and ensuring clients receive a consistently high standard of service. Previous hands-on experience using Intelliflo / Intelligent Office is essential for this position.

• Manage adviser workflows, tasks, client records and case progression using Intelliflo
• Prepare for new client meetings, annual reviews and interim reviews
• Gather and analyse client information and maintain accurate fact finds
• Conduct financial planning research across pensions, investments, protection and tax-efficient solutions
• Assess client objectives, attitude to risk, capacity for loss and investment timescales
• Prepare accurate suitability reports, annual review documentation and supporting calculations
• Process and track new business across providers and platforms
• Liaise with providers and platforms to ensure cases progress smoothly through to completion

Strong working knowledge of Intelliflo / Intelligent Office, previous experience within an IFA or financial planning practice, and good technical knowledge of pensions, investments, taxation, protection and financial planning. Ideally holding or working towards the CII Level 4 Diploma in Regulated Financial Planning or an equivalent qualification.

£33,500 to £40,000 per annum, depending on experience.

Worcestershire. Hybrid working.