Back to search
Our client is a national IFA firm who are looking for a detail-oriented Paraplanner to join their team. In this role, you will provide critical support to Financial Advisers and Administrators by delivering high-quality, compliant client service. You’ll play a pivotal role in the advisory process by conducting research, drafting & reviewing reports, and ensuring clients receive exceptional service in line with our values and regulatory standards.
Key Responsibilities:
- Analyse client information, including fact finds and risk profiles, to understand client needs and objectives.
- Conduct research and analysis on new and existing plans, including fund and product comparisons, charging structures, tax considerations and any potential implications.
- Enhancing the client experience by automating and tailoring suitability reports.
- Support the delivery of excellent client service, including interacting with clients and advisers.
Qualifications and Experience:
- Level 4 CII Diploma in Regulated Financial Planning or equivalent relevant qualification
- Proven track record in paraplanning, including proficiency with research tools like Selectapension, FE Analytics, Voyant, and Dynamic Planner.
Due to the very high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
