Job Description

Overview

:

Stephen Eve Financial Planning is looking for a diligent Paraplanner to play a pivotal role in our fast-growing company, delivering an exemplary, personal service to clients nationwide.

You will work closely with Financial Advisers, providing crucial analytical support to create bespoke financial plans. Working collaboratively, you will develop and execute recommendations that are client-focused and aligned with their goals.

The ideal candidate will demonstrate strong technical expertise and the ability to consistently deliver precise, detailed, and high-quality work. You will have a solid understanding of financial products, FCA principles, and regulatory standards.

Hybrid working:

Tuesday-Thursday in the office. Monday and Friday can be remote.

Key attributes to be successful within the role:

Have achieved CII Level 4 Diploma in Regulated Financial Planning or close to completing this qualification Previous experience in a Financial Services Administration or Paraplanning role required Demonstrate a strong understanding of FCA principles, regulatory standards, and financial products and services, including pensions, investments, protection, estate planning, and tax strategies Strong analytical skills to assess complex financial information Excellent written communication skills and proficient in constructing articulate suitability letters and reports Self-motivated and driven with the ability to work as a team to deliver strong client outcomes and contribute to business growth Management of your own workload, using initiative to achieve agreed outcomes without supervision

Key responsibilities:

Work closely with advisers to ensure the delivery of accurate, timely, and client-focused financial plans Analyse financial data to support advisers in making informed decisions on client solutions Preparation of in-depth new business, review, and withdrawal suitability reports for clients Conduct technical provider, product, and compliance research using systems such as O&M and FE Analytics Audit documentation for client appointments and meetings to ensure FCA regulatory adherence Submission of withdrawals on investment platforms Liaison with providers to obtain information about existing and potential investments Establish and build strong relationships with clients, becoming a key contact to enhance their overall experience

Benefits:

28 days annual leave plus bank holidays Additional discretionary Christmas break, usually around 24th December to 2nd January 2 x discretionary bonuses per year - December and June Pension scheme matched at 4% of salary (standard is 3%) Private Health (including 24/7 Health Advice Line and Dental/Eyecare contributions) Life Insurance Study/exam support
Job Type: Full-time

Pay: 32,000.00-40,000.00 per year

Benefits:

Additional leave Company events Company pension Financial planning services Flexitime Life insurance Private medical insurance Work from home
Work Location: Hybrid remote in Nottingham NG1 5BQ

Reference ID: Paraplanner