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What are the progression routes?
The team can offer a clear route to advising (currently 7 advisers are former paraplanners), the current recruitment need now is due to 2 more Paraplanners becoming advisers.
For ‘career paraplanners’, over time, there is potential opportunity to diversify the role:
- Compliance
- Training & Competence
- Team Management responsibilities
Investment Management (working alongside our DFM arm)
50/50 hybrid arrangement over a two-week rota; during a 2 week period you can work from home for 5 days.
Paraplanner Salary up to £38,000
Benefits, Death in Service, Medical back plan and access to Private Medical, Study support package including exams and study leave paid for, Bonus scheme. Holiday is 21 days + Bank Holiday and Christmas off as well as the opportunity to buy and sell holiday
Job Responsibilities:
- Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
- Complete annual suitability review letters for clients and raising any other potential queries with the Financial Planner.
- Assist Paraplanning Supervisor & Investment Committee with maintaining centrally held research for the firm's Central Investment Proposition.
- Maintain accurate information within the firm's Client Management System.
- Act as a 'point of contact' within the office for nominated Financial Planners.
- Preparing and maintaining client files and preparing compliant suitability reports.
- Conducting research on client specific projects.
Requirements:
- Experience in Paraplanning with particular experience in Suitability report writing for Investments and Pensions
- Diploma Qualified or close to completion via CII, LIBF or equivalent
- High understanding of financial planning topics/practices
- Ability to produce professional financial suitability letters
If you would like to join our small, forward-thinking, dynamic and hard-working paraplanning team, we would love to hear from you. This role offers an annual salary of up to £38,000.
