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Paraplanner
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Paraplanner
The candidate will work within a small team of 2 paraplanners, under the supervision of their team leader.
Hours:
- 9-5pm, Monday to Friday.
Location:
- Our offices at Clockwise, Bromley Old Town Hall, 30 Tweedy Road, Bromley, BR1 3FE.
- Hybrid working negotiable.
Salary:
- £35,000, negotiable based on experience.
Experience:
- A minimum of 12 months role-based experience and attained Lvl 4 qualification, or working toward.
- Well versed in writing investment and pension new business, including top ups and replacement business.
Employee benefits:
- Fully funded study and materials.
- On-site parking scheme.
- X2 social days per annum (summer and Christmas)
- 4% employer pension contribution
- Annual birthday leave and team lunch the week of
Company and culture:
Join a Modern, Client-Focused Financial Planning Firm
Based in the heart of Bromley, we are a growing, directly authorised independent financial planner dedicated to helping clients achieve financial confidence and peace of mind. We provide expert advice across the whole of market in the following areas:
- Investments
- Pensions and Retirement Planning
- Protection and Life Assurance
- Will Drafting
- Estate and Generational Wealth Planning
- Inheritance Tax Planning
As a business, we are passionate about making high-quality financial advice accessible to people from all backgrounds and walks of life. We foster an inclusive environment where both clients and team members are valued, respected and supported.
Since obtaining direct authorisation in May 2024, we have invested significantly in technology and infrastructure, creating a modern, efficient and forward-thinking business. Our commitment to innovation enables us to deliver an exceptional experience for our clients while providing our team with the tools they need to succeed and develop professionally.
We believe that great businesses are built on strong relationships. That's why we've created a collaborative and supportive working environment where ideas are welcomed, contributions are recognised and everyone works together towards shared goals. Regular team lunches, social events and informal gatherings help us maintain a friendly, open and engaging culture where people genuinely enjoy coming to work.
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As a growing business, we are committed to supporting our people in achieving their professional goals, providing opportunities for development, learning and progression as the firm continues to expand.
If you're looking for an opportunity to join an ambitious and growing firm that values innovation, teamwork, personal development and outstanding client service, we'd love to hear from you.
Role Primary Purpose:
A paraplanner assists financial advisors by researching, verifying and preparing financial reports. This job ensures that financial advice is accurate and beneficial for clients.
They do the numbers, conduct research and produce reports, easing pressure on financial advisors who need to invest more time in sustaining customer relations and strategic planning.
Much of a paraplanner's job is spent performing detailed research on various financial products. These may include investment packages, pension schemes, insurance plans and more.
Paraplanners often prepare comprehensive financial reports containing key insights and recommendations. Financial advisors use these for their clients to ensure they receive well-informed guidance to make informed financial decisions.
To ensure that all financial advice adheres to the regulations, paraplanners often play a role in carrying out compliance checks. This involves ensuring each piece of advice complies with the UK’s Financial Conduct Authority regulations.
Analytical thinking is the cornerstone of your skills as a paraplanner. You will continually be required to scrutinise complex financial information, identify trends and make solid recommendations. The ability to methodically and logically analyse a sea of data is a vital trait that defines a successful paraplanner.
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General Duties/Responsibilities:
To support the Financial Adviser throughout the client journey, aiding them in preparing research and recommendations among other general duties.
To organise and analyse data for the business as is required.
Key Accountabilities
- Support the Financial Adviser throughout the client journey
- Accurately prepare suitability reports and letters to target deadlines
- Ensure all client work is compliant and supported with relevant paperwork
- Undertake comparative research in preparation of client recommendations
- Complete technical research as part of the existing arrangement review process
- Understand clients overall financial position from fact finds
- Discuss client objectives with the Financial Adviser, identifying and obtaining necessary client information to prepare the necessary suitability checks
- Ensure all client queries are appropriately investigated and accurate responses given
- Conduct annual reviews in line with SLA’s
- To action any additional duties and/or responsibilities as may be asked of you in day-to-day operations
Key Outputs
- To service a sufficient quantity of cases over any rolling period as communicated by your manager
- To service cases to the expected standard, i.e. suitable file check gradings
Essential Skills
- Ability to assess suitability in line with client’s goals
- Strong analytical skills, specifically analysing financial records and providing detailed technical commentary
- Strong organisation skills with the ability to manage multiple caseloads at any one time
Essential Experience
- Strong understanding of financial products and services
Essential Qualifications
- Attained or working towards the Level 4 Paraplanning diploma
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