Paraplanner

Reed Specialist Recruitment are proud to be representing an independent financial planning firm, who are looking for a new Junior Paraplanner to join the firm and help service their growing client bank from their office in Fleet.

This whole of market firm is driven to help their clients make positive financial decisions which make a real difference to their quality of life. With a business spanning 35 years, they take massive pride in their intergenerational work - many of their clients have been recommended by parents or grandparents who have been delighted with the service they have received.

Applications are welcome from individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisers alike. They must be willing to work in a small office environment and be self-motivated.

Key Accountabilities:

• Provide technical, research and admin support to the advisers.
• Submit new business and follow up pipeline through to issue.
• Maintain high documentation standards in line with company and statutory compliance.
• Maintain regular communication with clients throughout the advice process and build long term relationships. This includes booking meetings and follow up reviews
• Adhere to a culture that treats clients fairly and focuses on long term sustainability of client relationships.
• Maintain all back-office systems e.g. Microsoft 360, word, excel, mortgage sourcing software.
• Prepare regular Valuation Reports for investment clients.
• Prepare onboarding paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices.
• Submit life /mortgage and investment / pension applications (paper; online)
• Deal with general (existing) client enquiries (where no advice is required)
• General administration including setting up and maintaining client files and records.
• Be confident and have experience of the use of fund platforms.
• Be familiar and able to build cashflow forecasts for adviser presentation meetings.

Skills & Experience:

• Ideally Diploma qualified with a proven track record of at least 2 years in a financial services administrative/paraplanning role
• Strong technical experience in writing Suitability Letters and Client Reports.  
• Working knowledge of office 365
• Good organisational skills and interpersonal skills ability to multitask and prioritise effectively.
• Sound technical knowledge of investments, pensions, and protection
• Attention to detail is a must; able to work to deadlines; thoroughness.
• Friendly disposition with clients, work colleagues and business contacts - good telephone manner
• Honest and reliable, able to maintain client confidentiality.
• Good working knowledge of Word, Excel, Microsoft Outlook
• Experience of CRM systems
• Adhere to FCA, Data Protection and Anti-Money Laundering requirements.

This is a wonderful opportunity for a confident Paraplanner /Senior Administrator to join a progressive, expanding holistic wealth management firm in a critically important administrative support role. A competitive salary based on experience is on offer, in addition to a highly attractive benefits package including a 28-day holiday entitlement (plus bank holidays) from day one and pension benefits. This role will require full attendance in their offices in Fleet.

If you're interested in applying for this role, please follow the link or email me directly at