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About Us
NJR Recruitment are partnered with a well establish Chartered financial planning firm who are currently looking for a Technical Sales Support /Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting and drafting suitability reports. The Paraplanner will need to have a strong understanding of pre and post-retirement planning, investments, and taxation.
Key Responsibilities of the Paraplanner:
- Understand and articulate the Financial Planner's requirements.
- Analyze clients’ existing financial arrangements and conduct gap analyses.
- Research investment products in alignment with clients’ objectives and circumstances.
- Prepare clear and compliant Suitability and Ongoing Suitability Reports.
- Organize and prep cases for client meetings.
- Maintain effective communication with the Financial Planner to meet service level agreements.
- Ensure compliance with FCA regulatory requirements.
- Develop professional relationships with product providers.
- Collaborate with team members to enhance client experience and identify improvements.
Essential Experience/Qualifications :
- Strong organizational and prioritization skills under pressure.
- Excellent verbal and written communication abilities.
- Confident in influencing at all levels.
- Highly numerate with keen analytical skills and attention to detail.
- Self-motivated and able to work independently and as part of a team.
- Previous experience in an IFA environment, with knowledge of retail investment products.
- Proficient in MS Word and Excel.
- Ability to balance commercial needs with compliance requirements.
Desriable Qualifications :
- Familiarity with research tools and software (e.g., FE Analytics, Iress, Dynamic Planner).
- Experience with Intelligent Office (IO) back office system.
- Knowledge of Structured Products, IHT Planning, SIPP providers, and specialist funds.
- Understanding of industry legislation, including MiFID II, GDPR, and AML.
- Willingness to pursue continuous professional development, including Level 4 Financial Services Diploma qualification.
Key Skills and Personal Attributes
- Positive, friendly, and service-oriented demeanor.
- Articulate communicator with an excellent telephone manner.
- Strong integrity and ability to maintain confidentiality.
- Hardworking and responsive, dedicated to high-quality service.
- Exceptional attention to detail and commitment to high standards.
- Ability to thrive both independently and within a team environment.
- Willingness to support colleagues and contribute to a collaborative team culture.
If you are ready for your next stage in your career and want to join a thriving company, then apply today or fore more information please please contact one of our specialist consultants and quote reference NJR 15210
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