Paraplanner hybrid working

Join a growing team at a hugely impressive and expanding Regional advisory business as a Paraplanner, where you will provide crucial technical and administrative support to financial advisers. This role is essential for creating accurate, compliant, and effective financial plans tailored to client needs, allowing advisers to focus more on client relationships and strategic advice.

Day-to-day of the role:

• Research and Analysis:
  • Conduct thorough research on financial products such as pensions, investments, and insurance to identify the best options for clients' financial goals. Using tools such as CashCalc, FE Analytics and Dynamic Planner
  • Analyse market trends, fund performance, and investment strategies to support the adviser's recommendations.
  • Perform detailed financial analyses including cash flow analysis, tax planning, retirement projections, and risk assessments.
  • Utilise financial planning tools to create and update financial forecasts and manage client data.
• Suitability Reports:
  • Draft detailed suitability reports explaining the rationale behind specific financial products or strategies recommended to clients.
  • Ensure all reports and advice comply with regulatory standards and are aligned with clients' objectives, needs, and risk profiles.
• Regulatory Compliance and Risk Management:
  • Maintain compliance with relevant financial regulations and anti-money laundering requirements.
  • Keep client files audit-ready and ensure all financial recommendations are within regulatory limits.
• Advisers and Client Support:
  • Provide technical support to financial advisers, assist with client communications, and coordinate with providers to gather necessary documents.
  • Support client services by assisting with information gathering and submission of complex application forms.
• Continuous Learning and Development:
  • Stay updated on changes in financial regulations, products, tax laws, and industry best practices.
  • Engage in ongoing education to enhance technical expertise and compliance knowledge.

Required Skills & Qualifications:

• Strong financial and regulatory knowledge with good industry awareness.
• Proven experience in paraplanning, including assisting financial advisers with cash flow models and drafting personalized financial plans.
• Proficiency in financial planning software.
• Excellent analytical, organisational, and multi-tasking skills.
• Strong written and verbal communication skills.
• Client-centric approach with attention to detail.
• Adaptability to both physical office and remote working environments.
• Qualifications: Level 4 or equivalent, working towards Level 6.

To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.