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Our client is a fast-growing fintech aiming to revolutionize the way financial advice is delivered in the UK. We are seeking a highly qualified, technical Paraplanner / Financial Planner to join their growing team.
About the Role:
This role is an integral part of the specialist planning team and goes beyond traditional paraplanning as you will own the end-to-end advice process, make recommendations, and curate financial plans for our customers.
Though non-client facing, you will be deeply involved in financial planning, ensuring the advice provided is not only technically sound but also tailored to each client’s unique needs.
This is an exciting opportunity for those who are passionate about the financial services industry and want to take on more responsibility within an innovative and growing company.
Key Responsibilities:
- Create high-quality financial advice for clients
- Act as the technical expert on all aspects of financial planning
- Conduct cashflow modelling and analysis of clients’ existing products and investments
- Own individual planning projects requiring technical expertise
- Maintain the highest standards of advice for customers
- Design and refine internal processes and ways of working
- Collaborate with the tech team to remove admin bottlenecks and drive efficiency
- Train, support, and manage junior colleagues and admin staff
Key Requirements:
- Client-Centric: Ability to build strong relationships, attention to detail, and simplify complex financial concepts for clients
- Entrepreneurial Mindset: We're looking for someone who thrives in a fast-growing startup, with innovative thinking and determination to succeed
- Comfortable with Technology: An open mind to learn new tools and approaches as we leverage technology in our client journeys
- Team Player: Ability to work collaboratively in a close-knit, innovative team
- Integrity: Handling highly confidential and personal data with the utmost respect and professionalism
- Qualified: Chartered or near Chartered (1-2 exams remaining), with around 5 years of experience preparing advice across a wide range of financial topics
It would be great, but not essential, if you had:
- STEP qualifications
- Experience with pension transfers (DB pensions)
This is a fantastic opportuntiy to work at a firm with a genuine purpose and strong moral code. They are at an exciting time of growth and there is potential for future equity in the company. They offer flexible hybrid working with typically 2-3 days a week in the office.
