Paraplanner

An exciting opportunity has arisen for a Paraplanner to join a leading financial services firm based in Welwyn, Hertfordshire. This position has become available due to the promotion of the existing member of staff to a Financial Planner role. The firm is dedicated to providing comprehensive and personalised financial planning solutions to its clients and has a strong commitment to excellence.

Key Responsibilities:

• Financial Planner Support: Provide support to financial planners in completing non-client-facing tasks related to the preparation and administration of recommendations.
• Reviewing Client Needs: Collaborate with financial planners to review client information from fact finds, meeting notes, and existing records to understand the client profile, needs, and objectives.
• Research: Conduct relevant research and gather supporting documentation and application paperwork for the advice.
• Financial Plans: Work with financial planners to construct high-quality financial plans for clients, ensuring their accuracy, compliance, and adherence to industry regulations and internal standards.
• Quality Assurance: Ensure client files contain all required documentation to demonstrate compliance and suitability of advice.
• Cashflow Modelling: Prepare lifetime cashflow modelling to develop the client’s holistic financial plan.
• Client Queries: Handle client queries as needed.
• Teamwork: Provide support to financial planners and other members of the paraplanning team. Collaborate with administrators to ensure they understand the advice given and their objectives.
• Preparation for Meetings: Assist financial planners in preparing for meetings by completing valuation packs and performing other necessary tasks.
• Meeting Attendance: Attend meetings alongside financial planners to provide support in advising clients and preparing meeting notes when required.

Key Attributes:

• Strong written and verbal communication skills
• Good interpersonal skills, with a supportive team-player attitude
• Excellent organisational, analytical, and problem-solving abilities
• High attention to detail
• Proficiency with financial planning software and tools/reporting on common platform providers
• Strong IT skills (Microsoft Word, Excel, SharePoint, Teams, etc.)
• Commitment to maintaining the highest ethical standards
• Dedication to continued professional development

Knowledge and Qualifications:

• Solid knowledge of financial products and solutions, including pensions, investments (particularly model portfolios), inheritance tax planning, and protection
• Good understanding of UK financial regulations and compliance requirements
• At least two years of proven experience in paraplanning
• Qualified to Level 4 Diploma in Financial Planning

Why Join?

• Competitive salary and benefits package
• Access to ongoing professional development and training
• Collaborative and supportive work environment
• Hybrid working arrangement

This role is perfect for a paraplanner looking to take the next step in their career with a dynamic and reputable firm. If you have a passion for financial planning and meet the above criteria, we encourage you to apply.