Job Information

The Paraplanner role represents an excellent opportunity for someone with previous relevant experience to make a real difference working within a small team environment, where their contribution will be valued.

The Paraplanner will work alongside the small professionally qualified financial advisers to discuss the different solutions suitable for the client before implementation. They will compile and recommend comprehensive reports to meet a clients’ overall objectives, including existing holdings, new products and their interaction with existing holdings, and taxation. They will analyse and assess the information gathered and confidentially liaise with the adviser and the client with any aspects arising.

Key Skills Required:

Understanding of the financial planning process

Broad knowledge of the overall financial services industry

High level of technical knowledge

Able to work, compliantly, within defined business processes

Ability to achieve agreed outcomes without supervision

Articulate, with excellent inter‐personal skills, both written and verbal

Good IT skills, preferably with experience of the back-office system, Iress Xplan

Knowledge of using Wrap platforms

Ability to produce cash flow analysis reports

Ability to work independently and in a team  

To identify new business opportunities from the existing client base

To provide a comprehensive review process to our existing client base

To attend client meetings where necessary

Completion of special projects

 Qualifications 

Diploma in Regulated Financial Planning

Advancement to Chartered status (Desirable)

Investment Management Certificate (Non essential)

Past Experience

Minimum two years experience in a comparable Paraplanning role

Conversant with and ability to provide compliant advice across the range of personal financial planning products and services

Excellent time management and organisational skills are essential, together with open communication and a great work ethic

Ability to manage several cases simultaneously and prioritise workload to meet agreed deadlines

Ability to update knowledge on an ongoing basis and keep informed of industry/market/product changes

IT literate: Microsoft Office experience is essential. Iress Xplan experience & Financial Express (FE) Analytics use is preferred

Flexible working is offered after probabtion

Please apply on-line or contact Cameron James for a full job description and company benefits