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Join a well-established and respected independent financial advisory firm known for its strong reputation across Dorset.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting our financial advisers by providing comprehensive technical analysis and ensuring the delivery of high-quality financial advice. You will liaise with clients, providers, and colleagues, so strong communication skills—both written and oral—are essential.
Key Responsibilities:
- Deliver full, end-to-end paraplanning support, including detailed technical analysis and preparation of client reports.
- Assist financial planners in developing client-specific financial strategies, ensuring compliance with regulations.
- Provide technical support and recommendations on various financial products, including IHT Planning, CGT calculations, Trusts, DB pension transfers, and more.
- Attend client and product provider meetings to enhance understanding and relationships.
- Process new business to completion and maintain our back-office system (Intelligent Office).
- Work closely with the Compliance Manager to resolve compliance issues and ensure adherence to regulations.
- Build and foster relationships with clients and team members, ensuring effective communication at all levels.
- Interpret information and statistical data to support informed decision-making.
Requirements:
- Level 4 Diploma in Financial Planning (or equivalent) is desirable.
- Proven experience in a paraplanning role within the financial services sector.
- Strong technical knowledge to support financial planners with complex advice needs.
- Excellent communication and organisational skills.
Our client is a forward-thinking business who value work/life balance. As a result, they are able to offer very flexible working options. They are happy for the individual to come into the office as little as once a week and they can also be flexible on working hours.
