Paraplanner

Job Advert: Paraplanner

Location: Southport
Salary: Up to £45,000
Employment Type: Full-time, Permanent

Reference Number: 9542

About Us:
The company I’m working with is committed to providing high-quality financial advice and services to our clients, ensuring they receive expert support with their financial planning needs. Be a part of a growing team as a core member of the Paraplanning team.

The Role:
As a Senior Paraplanner, you will play a crucial role in supporting the financial advisory team by preparing comprehensive reports, conducting detailed research, and delivering technical support to ensure our clients receive exceptional service. You will have the opportunity to work closely with experienced advisors and clients, helping to deliver tailored financial strategies.

This is a client-facing role, so having this experience is highly desirable.

Key Responsibilities:

• Drafting and preparing detailed financial plans, reports, and suitability letters.
• Conducting in-depth research on investment products, pension schemes, and tax strategies.
• Liaising with clients, financial advisors, and third parties to gather necessary information.
• Ensuring compliance with regulatory standards and internal procedures.
• Providing technical expertise and mentoring junior paraplanners and support staff.
• Reviewing and updating financial strategies in line with changing regulations and market conditions.

Requirements:

• Experience: Minimum 3+ years in a paraplanning or similar role, preferably within an independent financial advisory practice.
• Qualifications: Level 4 Diploma in Financial Planning (or equivalent) is essential. Level 6 or Chartered status would be a distinct advantage.
• Experience using voyant for cash flow, FE Analytics for fund data, FinaMetrica, and Quro is highly desirable.
• Technical Skills: Strong knowledge of financial products, tax-efficient planning, pensions, investments, and protection products.
• Communication Skills: Excellent written and verbal communication skills with the ability to explain complex financial concepts in an accessible manner.
• Attention to Detail: A high level of accuracy and attention to detail in all aspects of the role.
• Team Player: Ability to work collaboratively within a team and demonstrate leadership skills when required.
• Regulatory Knowledge: A solid understanding of FCA regulations and industry standards.

Why Join Us?

• Competitive salary of up to £45,000
• Hybrid work-from-home options
• Flexible shift working
• Employee/employer matched pension contribution
• death in service
• Online doctor service
• Subsidised gym membership
• Dental Care
• 25 days holiday + bh, Xmas/New year closure
• Study/exam support and funding
• Opportunities for professional development and career progression.
• A supportive and inclusive work environment.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Southport on a Senior Paraplanner role.

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