My Well established Financial Services client are looking for a a detail-oriented and proactive Paraplanner to join their team.

The successful candidate will play a crucial role in supporting Investment Director & Financial Advisers by preparing comprehensive financial plans, conducting research, and ensuring compliance with regulatory requirements.

Duties:-

• Assist in the preparation of financial plans and reports for clients.
• Conduct thorough research on financial products and market trends using FE Analytics and Intelliflo.
• Undertake client reviews, set up model portfolios and undertake switches and rebalances.
• Obtaining client valuations both on the platforms and with other providers
• Preparing and sending client Income Drawdown Review Reports (including cashflow projections using CashCalc software)
• Maintaining wrap platforms including submitting applications & chasing to completion
• Analyse client data to provide tailored recommendations.
• Maintain accurate records and documentation to support all compliance.
• Communicate effectively with clients to gather necessary information.

Key Skills:

• Must have proven capability of being a Paraplanner within Financial Services previously
• Essential you hold the Financial Planning Diploma
• You must have experience with Wrap platforms – knowledge of Standard Life and Aviva is essential, and some knowledge of AXA is also advantageous
• Knowledge of FE Analytics and Intellif
• Experience with using Intelligent Office back-office system is advantageous.
• Able to build strong working relationships with clients and colleagues.
• Excellent communication skills, both written and verbal.
• Ability to analyse data effectively and provide insightful recommendations.

If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity as a Paraplanner.