Posted 11 July by iRecruit Partners Ltd Ending soon

iRecruit Partners are working with a financial advisor company near Reading who are looking for a paraplanner to work alongside Financial Planners taking full responsibility for preparation and maintenance of client files, preparation and implementations of recommendations and Financial and ongoing reviews of client affairs.


Preparation & maintenance of client files

  • Ensure completeness of client file/data gathering.
  • Confirm risk profile is determined and updated.
  • Check all compliance paperwork is present.

Preparations of recommendations

  • Identify and obtain information necessary to compile clients’ recommendation / cash flow forecast.
  • Compile draft net worth statement; income and expenditure statements and financial cash flow forecast for review by FP.
  • Identify areas for planning.
  • Carry out technical calculations.
  • Undertake research both independently and with FP to identify suitable solutions to meet the clients’ needs.
  • Prepare information/comparisons for analysis by FP.
  • Liaise with clients’ legal and tax advisers (if applicable).
  • Consider current and future asset allocation of assets for investment strategy with regard to the client risk profile and lifetime cash flow.
  • Produce clear, technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process.
  • Ability to assimilate technical information into an understandable format do clients.

Implementation of recommendations

  • Make changes to clients’ investments as instructed.
  • Ensure agreed action points are implemented.
  • Liaise with administration team to process recommendations as per Advice Process.

Preparation of reviews

  • Prepare and coordinate review documentation including; financial planning and portfolio review as per the Annual Review Process.
  • Review investment portfolio, asset allocation, risk profile etc.
  • Carry out technical calculations.
  • Implement agreed actions post review.
  • Attend client meetings if required.
  • Making sure all templates used for reports are compliant and updated when required



  • Microsoft Word, Excel and electronic diary management (Outlook).
  • Excellent technical knowledge of Financial Services Products.
  • Knowledge of technical financial planning tools and financial modelling software e.g Voyant and FE Analytics
  • Relevant experience working within a financial planning environment.
  • Ideally experience of working as a Paraplanner.
  • Ideally Diploma in Financial Planning or working towards


  • Knowledge of AO.
  • Advanced Excel.
  • Diploma Qualified or Charted

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Investment Portfolio
  • Technical Information

Application questions

Do you have experience working as a Paraplanner?
Do you have a Financial planning degree or working towards one?
Do you have excellent technical knowledge of Financial Services Products?

Reference: 35603978

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