Job Description

Overview

We are seeking a detail-oriented and motivated Paraplanner to join our dynamic financial planning team in an FCA regulated environment. The successful candidate will play a crucial role in supporting financial advisers with the end to end client journey. This position requires strong organisational skills, an analytical mindset, and the ability to communicate effectively with clients and team members.

Responsibilities

Preparing & sending off client authority letters Chasing providers for policy details in a timely manner and inputting details of existing plans once received into the CRM Checking Fact Finds are fully completed and where applicable, input the relevant details into client management system Scanning all documents/emails provided by Adviser onto the central database Checking all Anti Money Laundering information is current and relevant checks have taken place Client Agreement / Service Agreement / Privacy Notice are signed and dated and on file Obtaining illustrations, application forms, Key Feature Documents and other relevant supporting documentation Support the Financial Advisers design and deliver bespoke financial solutions for clients Conduct portfolio analysis Compiling effective and detailed research Use of key financial software such as Dynamic Planner, I-O, Cashcalc Possess strong suitability report writing skills Follow internal procedures with regards to compliance Tracking new business and the up to date position, and informing the Adviser accordingly Ensuring all new business has been checked and signed off and policy documents sent to client Provide ad hoc valuations on request Prepare review packs for Adviser to include generating information from platform / online services Maintaining accurate records on the back-office system for both new and existing policies Check the integrity of information supplied by existing product providers

Skills

Excellent understanding of the financial planning process Ability to communicate well at all levels Ability to work independently and in a team Prioritise and plan own workload Excellent report writing skills Proficient in financial services software, ideally I-O, Dynamic Planner, Cashcalc, ATEB suitability reports or equivalent Ability to achieve agreed outcomes without supervision with good planning and effective organisational skills Proficient in analysing financial data to support decision-making processes.
Job Type: Full-time

Pay: 30,000.00-40,000.00 per year

Benefits:

Company pension Free parking On-site parking
Schedule:

Monday to Friday
Experience:

FCA Regulated Financial Services: 2 years (required)
Work Location: Hybrid remote in Alcester B49 5ET

Expected start date: 01/08/2025