The opportunity
The Paraplanner is an integral member of the Paraplanning Centre of Excellence in delivering outstanding client experience. Working closely with the Paraplanning team, Client Executives, and Financial Planners, you will be key to making a meaningful impact on our clients’ financial futures by assisting in the delivery of bespoke financial planning solutions.
In this role, you will be required to produce compliant, high quality, detailed suitability letters and reports. You will propose and implement recommendations, collaborating with Financial Planners to clarify goals and objectives to ensure plans are aligned with the aspirations of the client.
Possessing a client-focused mindset, you will embrace the opportunity to support client review meetings where appropriate. You will develop good rapport with clients in meetings and through other forms of communication, supporting and enhancing the overall client experience.
The role holder will have strong paraplanning experience (3+ years) and hold the Level 4 Diploma in Financial Planning as a minimum. As a fully competent Paraplanner, you will be able to demonstrate good application of technical knowledge and skills, showcasing an ability to undertake highly technical, precise and detailed work to a consistently high standard. You will possess a sound understanding of financial products, FCA principles and regulatory standards.
This role offers a great opportunity and scope to -
- Become a technical expert in a particular specialism, have regular development conversations.
