Paraplanner

We are currently working with a well-established, family-oriented Independent Financial Advisers in Leicestershire, who is looking for a personable, bright, and articulate Paraplanner, to join their Paraplanning department.

You must have experience working in a similar role, undertaking similar tasks, and have a good technical understanding of Investment, Retirement, and Pension products and their use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and possess a genuine ability to forge strong relationships with colleagues.

Duties and responsibilities include:

• Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing
• Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision.
• You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.
• Excellent organisational and communication skills.
• Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.

Skills and experience

The ideal candidate will have:

• Experience of producing bespoke technical suitability reports.
• Be able to pull the relevant information from Fact Finds to complete cohesive, comprehensive reports.
• Experience with the following:
  • Fund performance and risk analysis
  • Cash flow modelling.
• Be able to support senior staff to provide their advisers with robust advice solutions, drawing on your technical knowledge and carrying out appropriate research to justify and evidence the advice given.
• Manage complex cases, from inception to completion and find solutions to technical problems.
• Manage queries and provide suitable remedies.
• Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
• An exceptional working knowledge of Microsoft word, Excel and Outlook with the ability to quickly familiarise yourself with various systems.
• First class time management skills with the ability to prioritise and organise own workload.
• You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.

Experience, Systems & Certification:

• Paraplanning/report writing experience.
• Experience dealing with Pensions and Investments
• Ideally but not essential; dealing with various platforms and providers
• FE Analytics or other performance analysis software
• Cash Flow Modelling
• Microsoft Outlook, Excel and Word
• Microsoft Teams
• Hold or be working towards the Level 4 Diploma in Regulated Financial Planning (DipPFS)

This is a full-time position, 37.5 hours per week (30-minute unpaid lunch), Monday-Friday. Hybrid working of 2 days from home, after successful completion of the 6-month probationary period.

Benefits:

• 33 days holiday, including bank holidays
• Generous non-contributory group pension scheme, commencing after 3 months of continuous service
• Life assurance x 4 salary
• Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities
• Gym and free on and off-site parking.

If you wish to be considered for this fantastic opportunity, please email your cv to or feel free to call me on .