UK- Paraplanner

Job Title:

About the Role:

We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering exceptional financial planning and advice to clients. As a Paraplanner, you will play a key role in preparing comprehensive financial plans, conducting in-depth research, and ensuring compliance with UK financial regulations.

Key Responsibilities:

1. Preparation of Financial Plans:

• Assist advisers in preparation of suitability reports and annual review letters for clients.
• Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection.

2. Client Support:

• Liaise with financial advisers to understand client objectives.
• Gather and analyze client data to ensure recommendations are well-informed.

3. Research & Analysis:

• Conduct detailed investment and pension research to identify suitable financial products and solutions.
• Keep up to date with changes in financial products, legislation, and compliance requirements.

4.

• Data update & Document Management
• Preparation of Letters of Authority (LoAs)
• Managing provider correspondence

  Compliance:

• Ensure all recommendations comply with FCA regulations and company policies.
• Maintain accurate and up-to-date client files and records.

  Cashflow Modelling and financial projections

• Conduct cash flow analysis and review customers' finances annually

  Team Collaboration:

• Collaborate with advisers, administrators, and other paraplanners to ensure smooth client service delivery.
• Contribute to process improvements and best practices within the team.

Skills & Qualifications:

• Essential:

• Bachelor's degree/Masters degree in Finance
• A minimum of 2 years of experience in a paraplanning or similar role.
• Excellent analytical and problem-solving skills.
• Strong attention to detail and organizational skills.
• High level of computer efficiency including Microsoft Office, Outlook,

• Desirable:

• Certified Financial Planner status or working towards it through FPSB
• Level 4 Certification in Paraplanning through CII
• Strong understanding of UK financial products, tax planning, and investment strategies.
• Proficiency in financial planning software (e.g., Xplan, Intelliflo, Voyant).
• Proficiency in research tools (e.g., Selecta, Defacto, O&M Profiler)
• Familiarity with FCA regulations and compliance standards.

Personal Attributes:

• Highly professional with a client-focused approach.
• Effective communicator, both written and verbal.
• A proactive team player who can also work independently.
• Ability to manage multiple tasks and meet deadlines.