Paraplanner

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We are seeking a detail-oriented and proactive Paraplanner to join our financial services team in our Wendover office. The successful candidate will support financial advisers by preparing reports, analysing client data, and assisting with the development of comprehensive financial plans. This role offers an excellent opportunity for individuals with a strong organisational background and a passion for financial planning to develop their career within a professional environment. The is suitable for candidates eager to develop their experience in the financial services industry.

Job Role and Responsibilities

• Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers.


• Analysing the data, researching, and building recommendations.


• Dealing with clients both on the telephone and face to face.


• Dealing with complex cases, creating reports to accurately articulate the advice provided.


• Researching, creating compelling, accurate and professional reports for clients.

Skills and Qualifications

• Diploma in regulated financial planning or working towards the qualification


• Efficient in problem solving.


• Ability to analyse information and data with a critical mind set.


• Proven experience in decision making.


• Ability to build relationships with key stakeholders.


• Technically proficient.

Benefits

• Company pension scheme


• Death in service


• 25 days annual leave


• Flexible Benefits


• Birthday as an additional day off


• Opportunity to purchase additional holidays


• Enhanced family friendly policies


• Cycle to work scheme

Development Opportunities and Career Progression

This is an exciting proposition to join a growing organisation who offer excellent opportunities to 

progress your career.  Support for future development will be keenly provided to enable the successful

applicant to further their knowledge and ability in the role.

Potential career pathways could be Senior Paraplanner.