Paraplanner

Join our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and contribute to our mission of empowering clients to achieve their financial goals.

A Technical sales support/Paraplanner, to support a Financial Planner, within a chartered firm. You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. There will also be a small amount of admin. A working knowledge of pre and post retirement planning, investments and taxation is key to this role.

Responsibilities:

• Ability to ensure that the Financial Planner’s requirements are fully understood by effectively question and then articulate understanding.
• Analysing information on a client’s existing financial arrangements and conducting a gap analysis.
• Research products, with guidelines from the Financial Planner, the clients’ circumstances and objectives, to support recommendations.
• Prepare and compile personalised Suitability and Ongoing Suitability Reports, which are clear to the client, written in plain English and include any compliance requirements. (Training will be provided)
• Prepping cases for client meetings.

Qualifications:

• Previous experience of working within an IFA environment, with a good knowledge of all retail investment products.
• Excellent organisational and prioritising skills, with the ability to stay focused under pressure.
• Excellent verbal and written communication skills.
• Highly numerate and analytical with excellent attention to detail.
• Self-motivated and able to work on own initiative.
• Strong PC skills, with good knowledge of MS Word and Excel.
• Experience of Intelligent Office (IO) back office system.

Benefits:

• Salary of £28,000 to £30,000 depending on experience.
• Comprehensive benefits package, including pension scheme.
• Opportunities for professional development and career advancement within a supportive work environment.
• Exposure to a diverse range of clients and investment strategies, offering valuable learning experiences.

If you are a motivated individual with a passion for delivering exceptional client service and possess the necessary technical skills to thrive in a challenging yet rewarding environment, we encourage you to apply for this exciting opportunity to join our team as a Technical sales support/Paraplanner.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.