Paraplanner

Key Responsibilities

• Collaborate with Financial Planners and support teams to ensure a seamless client experience and timely delivery of advice. 
• Prepare detailed and FCA-compliant suitability reports across a broad range of advice areas. 
• Accurately consolidate a client’s needs and objectives into comprehensive and well written suitability reports. 
• Undertake product and investment research as required 
• Meeting / exceeding turnaround times and maintaining high productivity levels 
• Taking ownership of cases from submission to implementation, monitoring progress and resolving issues proactively. 
• Taking ownership of various MI reporting and relevant projects, ensuring these are seen through to completion. 
• Demonstrating effective use of IT software, with the ability to quickly become a super user, capable of identifying data integrity issues, implementing rectification processes, and training others as required. 

Skills, Knowledge & Expertise

• High level of technical proficiency across all major financial planning areas 
• Excellent customer relations both face-to-face and by telephone. 
• Confidence and professionalism in attending client meetings with the ability to listen effectively, capture key information and support the delivery of high quality financial planning advice. 
• Ability to plan, organise and prioritise own work whilst remaining flexible. 
• Excellent attention to detail and a proactive attitude. 
• Strong problem-solving skills with the ability to analyse and interpret complex information. 
• Committed to ongoing learning and development, with a focus on maintaining professional standards and regulatory knowledge. 
• A professional and confidential approach. 
• Must be able to work independently and as part of a team, providing cover or assistance to colleagues when required. 
• IT literate and numerate. 
• Fluent written and spoken English.
• Minimum 3 years paraplanning experience (essential)
• Chartered / close to completion (essential)
• Experience working with HNW clients (desirable)

Job Benefits