Handelsbanken
Paraplanner - London / Manchester or Tunbridge Wells
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Job Introduction
Handelsbanken is a relationship bank built on trust, long-term thinking, and local decision-making. We provide bespoke banking and wealth management services to personal and corporate customers.
Our decentralised model means decisions are made close to the customer, in our branches. Our central Functions teams play a vital role in supporting the branch network, providing the expertise, governance, and infrastructure that enable branches to serve customers effectively and sustainably.
This approach has underpinned our success for decades. Handelsbanken is independently recognised as one of Europe’s safest commercial banks, holds the strongest credit rating among its peers, and is consistently ranked highly for customer satisfaction and relationship banking.
Our culture is values-led, shaped by trust, respect, and long-term thinking. We empower our people to use their expertise, make confident decisions, and build long-term careers. We look for people who share our long-term vision, want to grow, and want to make a meaningful impact in their local community and with the Bank.
We also recognize that flexibility can support people to perform at their best, and that it looks different for everyone. While arrangements will depend on the requirements of the role and the needs of the business, we are open to having a conversation around what flexibility could look like for you.
Check our Handelsbanken website for further information.
The opportunity
We are looking for a Paraplanner to join the Wealth Planning team, providing high-level financial planning advice to Handelsbanken clients while also supporting the Client Directors with technical support. While heavily pensions dominated, this area of the business continues to evolve. This role can be based in either our Manchester, London, or Tunbridge Wells office.
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Key responsibilities
- Work alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
- Undertake technical research, compile financial planning recommendations.
- Undertake a limited number of defined benefit pension transfer reviews.
- Attend meetings with Financial Planners, developing relationships with clients.
- Analyse client data and prepare cash flow analyses.
- Liaise with product providers and other third parties.
- Mentor, nurture, and develop trainees.
- Ensure all regulatory and compliance standards are met.
- Contribute to the ongoing development of best practice within the business.
What we’re looking for
Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried you don't meet all the criteria, get in touch anyhow and let us do the worrying…
- High attention to detail, with strong written and oral communication.
- Genuine desire to provide an exceptional standard of advice and service to clients.
- A strong technology and mathematical aptitude with excellent attention to detail.
- The ability to manage workflow and tasks effectively.
- A strong relationship builder and collaborative team player with a caring and quality-focused, customer-centric approach.
- Minimum Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning.
- Preferably having achieved or working towards Certified &/or Chartered Financial Planner qualifications (support with this will be provided).
- Pension Transfer Specialist ideal but not essential. (AF7 or AF3)
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Why join Handelsbanken
We want everyone at Handelsbanken to feel supported, motivated, and able to do great work. That’s why, alongside brilliant colleagues, meaningful work, and training and development opportunities, we provide a variety of benefits designed with your wellbeing in mind.
In addition, there is a flexible benefits package with the key highlights detailed below.
Application next steps
Your journey with us begins once you have submitted your application. One of our Handelsbanken Talent Acquisition Partners will be reviewing your details and will later organise a phone conversation if your experience aligns with our requirements. We will extend an invitation for you to participate in an interview.
This advert will be live for a minimum of two weeks. However, please note that after the two weeks, the closing date could change at any time depending on the number of responses received.
The Bank is deeply committed to embedding good equality and diversity practice into all of our activities. This is so that we are an inclusive, welcoming, and inspiring place to work that encourages everyone to apply, regardless of socio-economic background, age, disability, pregnancy and/or parental status, race (including colour, nationality, and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment, or sexual orientation.
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