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Financial Services Specialist Recruiters
Job Title:Paraplanner/Senior Paraplanner
Location:Stokenchurch
Salary:£35,000 - £55,000 (depending on experience)
Company Benefits:
- Company pension scheme (5% employer contribution)
- 4 x Death in Service Life Cover
- Employee Lifestyle Benefit scheme
- Salary sacrifice Electric Car Scheme
- Health Cash Plan provided by Westfield Health (P11d benefit)
- Discounted group PMI scheme with Vitality
- 26 days of holiday per annum, plus Bank Holidays
- Flexible hybrid working arrangement
About the Role:
Our clients are looking for an experienced Paraplanner to join theirParaplanning team. This role is perfect for someone with a minimum of 3 years in Paraplanning who is either Level 4 Diploma qualified or actively working towards it. Our clientis committed to delivering exceptional independent financial advice, providing a supportive environment for career progression, professional development, and achieving individual goals.
Day-to-Day Paraplanning Duties:
- Participate in debriefing sessions with advisers following client meetings.
- Analyse and interpret client data to develop suitable financial solutions aligned with client needs and objectives.
- Conduct comprehensive research on funds and products to deliver tailored recommendations.
- Document findings and prepare suitability letters, client illustrations, and key features documents.
- Ensure that client files are fully compliant and up-to-date.
- Prepare client files for review meetings and maintain related administrative tasks.
- Collaborate closely with team members, supporting advisers by anticipating needs and coordinating with administrators.
- Maintain high standards of written communication, numeracy, and technical accuracy.
Skills, Experience & Qualifications Required:
- Minimum 3 years experience in a Paraplanning role.
- Level 4 Diploma qualified or actively working towards it.
- Strong knowledge of investments, pensions, retirement planning, trusts, and protection products.
- Proficient in Microsoft Office (Excel and Word), with solid numerical and analytical skills.
- Excellent communication skills and a proactive, team-oriented approach.
- Self-motivated and positive, able to stay calm and productive under pressure.
How to Apply:
Apply today to be considered for thisopportunity. If your application is suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. We will also aim to identify your specific skills and motivations, and recommend other relevant opportunities if appropriate.
