Our client is looking for a Paraplanner within the financial sector.

Key Responsibilities

• Client Case Preparation: Gather and analyse clients’ financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings.
• Financial Research and Analysis: Conduct thorough research into financial products, investment opportunities, pensions, tax strategies, and market trends to support advisers in offering accurate, compliant, and relevant advice.
• Report Writing: Draft detailed suitability reports, investment proposals, and financial plans that clearly communicate solutions and recommendations tailored to individual client needs.
• Compliance and Regulatory Support: Ensure all documentation and processes adhere to industry regulations, company policies, and best practices. Maintain up-to-date knowledge of relevant legal and regulatory changes.
• Administrative Assistance: Support advisers with a range of administrative duties, including the preparation of meeting packs, updating client records, and processing new business applications.
• Ongoing Client Service: Assist in the ongoing review and maintenance of client portfolios, including performance monitoring, rebalancing recommendations, and responding to client queries.
• Collaboration: Work closely with financial planners, compliance teams, product providers, and clients to facilitate the seamless delivery of financial advice and solutions.
• Continuous Learning: Pursue professional development opportunities to remain current with evolving financial regulations, products, and best practices within the sector.

Qualifications and Skills

• Educational Background: Minimum requirement is a bachelor’s degree in finance, business administration, economics, accounting, or a related field.
• Postgraduate qualifications – CFP®.
• Technical Expertise: Proficiency in Microsoft Office Suite, financial planning software, and CRM systems. Strong understanding of investment vehicles, tax planning, pensions, insurance, and regulatory requirements.
• Analytical Thinking: Ability to interpret complex financial data, identify trends, and draw meaningful conclusions to support client recommendations.
• Attention to Detail: Precision in data analysis, report writing, and compliance documentation is essential for mitigating risk and ensuring the highest standards of client service.
• Communication Skills: Excellent written and verbal communication skills to effectively translate complex financial concepts into easily understood language for both colleagues and clients.
• Organisational Ability: Strong organisational and time management skills, with the capacity to manage multiple tasks and deadlines in a fast-paced environment.
• Teamwork and Collaboration: Proven ability to work collaboratively within a team and build effective working relationships across departments.
• Ethics and Professionalism: High ethical standards, discretion, and a client-centric approach are critical attributes in this role.

Key Competencies

• Problem-Solving: Resourceful in developing creative solutions to complex financial challenges.
• Adaptability: Comfortable navigating changing regulations, markets, and client needs.
• Initiative: Proactive in identifying opportunities for process improvement and client service enhancement.
• Resilience: Maintains composure and accuracy under pressure or in high-stakes situations.
• Learning Agility: Committted to ongoing professional development and keen to embrace new knowledge and skills.