The following job is no longer available:
Junior Paraplanner (BW-2030)

Junior Paraplanner (BW-2030)

Posted 25 April by Clever-HR

Junior Paraplanner
Royal Wootton Bassett
Salary £24,000 - £30,000 p.a. (depending on experience) + Bonus scheme

We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service. They are a growing firm looking for a Junior Paraplanner to join the team and assist in this mission.

Junior Paraplanner - Role Overview

  • To support the Advisors to help them when informing & advising clients on financial strategies, plans and products. Prepare and organise the technical tasks, illustrations, and reports as required.

Key Responsibilities:

  • Prepare Suitability Reports including, Replacements, New Business, Ongoing Advice to include decumulation, ensure cases are fully compliant
  • Fully analyse clients’ requirements, develop cash flow models and accurately record client data;
  • Research and analyse financial products to meet client requirements and objectives;
  • Take full responsibility for the client files and back office IT records throughout the advice process;
  • Deal with general client queries by supporting the advisors and Client services team - Including but not limited to Pension Withdrawals / Trust Amendments /Investment Withdrawals / Bereavements
  • Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;
  • Work within and stay up to date with advice framework changes;
  • Conduct Research; Create illustrations; prepare supporting documentation, prior to sale
  • Provide Technical Support to Advisors and client services team
  • Ensure that cases are complete post-sale with all required client identification documentation and necessary application forms;
  • Process applications accurately and record the required management information;
  • Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
  • Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
  • Attend and contribute to regular update meetings with the Team;
  • Maintain technical competence at an appropriate level to meet the requirements of the role
  • Maintain a good working relationship with colleagues, clients and third parties.

About You

Knowledge and experience:

  • Knowledge of relevant regulation and legislation;
  • Experience of client management systems;
  • Previous experience of dealing with client enquiries, with the ability to investigate concerns / complaints and provide a satisfactory solution.
  • Previous Financial Services Admin / paraplanning experience within an IFA or Wealth Management environment (essential);
  • Minimum Level 4 Diploma PFS qualified or working towards it (or significant industry experience);
  • Familiar with research systems (e.g. Analytics, Voyant etc.)(Desirable not essential);
  • Experience in the administration of Wealth Management Products Pension / Protection / Mortgage / IHT and Investment products(Desirable)

Skills and behaviours:

  • Exceptional attention to detail / Able to transpose information accurately;
  • Strong numeracy & written skills;
  • Comfortable creating Suitability Letters;
  • Confident in dealing with third parties and can work with total discretion;
  • Highly organised with excellent communication skills;
  • Broad experience of Microsoft Office (Outlook, Word, Excel);
  • Manages time effectively with the ability to multi-task;
  • Keeps calm when faced with conflicting demands and handles these effectively;
  • Demonstrates a positive can do attitude at all times;
  • Works well on own tasks as well as on shared goals as part of a team;
  • Enthusiasm to help clients.
  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
  • Uses experience to provide support to the administration team, and fully supports the needs of the advisers.
  • Open to change with a creative approach to problem solving


  • a bonus of up to 20% of salary
  • a 5% employer pension contribution
  • £100,000 death in service cover

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning

Reference: 52534261

Please note does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job