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Career Paraplanner
Gerrards Cross, Buckinghamshire | Hybrid | 35 hours per week | Salary dependent on experience
In the room, not just behind the analysis
Technical roles in financial planning usually keep you at arm's length from the client. This one does not. You would attend client meetings alongside the Financial Planners to provide technical support, as well as doing the research and modelling that sits behind the advice.
The work spans gathering and compiling financial analysis data, analysing client data and building cashflow models, researching products to support recommendations, and preparing financial planning recommendations and suitability reports. Beyond the casework you would oversee and monitor client annual reviews on behalf of the Financial Planners, support the Client Services Manager with annual technical reviews of services and products, and sit as a member of the internal Investment Committee.
It is a hybrid role of 35 hours a week, and the package behind it is unusually strong. Twenty-eight days' holiday including three over Christmas and New Year, plus 12 wellness days taken as the last Friday of every month off.
What You Will Be Responsible For
Client meetings and adviser support
- Attend client meetings alongside Financial Planners to provide technical support
- Provide comprehensive support to the Financial Planners
- Assist with client presentations and other activities as required
Research, analysis and reports
- Gather and compile financial analysis data
- Analyse client data and prepare cashflow models
- Research financial products to support recommendations
- Prepare financial planning recommendations and suitability reports
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Client outcomes and reviews
- Manage and follow through on client requirements to ensure successful outcomes
- Oversee and monitor client annual reviews on behalf of the Financial Planners
- Liaise with product providers and other relevant third parties
Compliance, committee and workload
- Ensure adherence to all regulatory and compliance standards
- Support the Client Services Manager with annual technical reviews of services and products
- Sit as a member of the internal Investment Committee
- Manage your own workflow and task delivery effectively
Essential
What we are looking for
- Diploma qualified, for example DipPFS or equivalent
- A minimum of three years' experience working in a UK IFA or wealth management environment
- Strong knowledge of financial planning products and services
- Experience working with DFMs
- Excellent analytical and research skills
- Strong written and verbal communication skills
- Able to work independently and collaboratively within a team
- High attention to detail and organisational skills
- Proficiency in financial planning software such as Voyant, Genevo and FinaMetrica, plus the Microsoft Office suite
What Is On Offer
- Salary dependent on experience
- 35 hours per week, full-time, hybrid remote and office based
- 28 days' holiday including three over Christmas and New Year
- 12 wellness days, taken as the last Friday of every month off, giving 40 days off across the year
- Annual bonus based on personal and company performance
- Employer pension contributions
- Private medical insurance and life assurance
- Shared parental leave
- Fully funded training towards professional and role-focused qualifications
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Who This Could Suit
A diploma-qualified paraplanner or technical consultant with three or more years in a UK IFA or wealth management firm who wants client contact as well as the technical work. If you are already producing suitability reports and cashflow models but never sitting in the meeting, this is the step up.
DFM experience is on the list, so it suits someone who has worked with discretionary managers rather than only with packaged products. The same logic applies to the software: Voyant, Genevo and FinaMetrica are named as examples, so familiarity with that kind of toolset matters more than any one of them in particular.
The Investment Committee seat and the annual technical reviews of services and products suggest a firm that wants someone with a view rather than someone who only executes. If you have opinions about portfolio construction and product selection, there is somewhere here to put them.
Ready for your next move?
If this is the move, apply through Shearwater Recruitment and we will come back to you. If you would rather understand the firm, the team and the package before committing to anything, get in touch for a confidential conversation instead. All applications are handled in confidence, and your details are never sent to a client without your prior consent.
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