Paraplanner - 2 days in the office - Reed : Job Details

Paraplanner

• Location: MBath - 2 days in the office 
• Job Type: Full-time

Join a forward-thinking and rapidly expanding wealth management business committed to delivering top-quality financial advice. We are currently seeking an experienced Paraplanner to join our team due to our ongoing expansion.

Day-to-Day of the Role:

• Provide high-quality support to Financial Planners by producing detailed documents that offer clear and effective advice based on thorough market research and the client’s financial goals.
• Assist Financial Planners in formulating advice, offering technical support and guidance as needed.
• Conduct detailed research and analysis of investment funds and financial products, aligning with client objectives.
• Prepare comprehensive financial plans that outline the client’s current position, future goals, and the strategies to achieve these goals.
• Manage the preparation of fund switch and encashment letters in line with the advice provided.
• Handle applications, key features documents, factsheets, illustrations, and product comparison quotes, ensuring all research supports the advice given.
• Liaise with Product Providers and Third Parties to resolve any technical queries.

Required Skills & Qualifications:

• Proven experience as a Paraplanner within financial services.
• Fully Diploma qualified with a solid understanding of the Financial Planning process.
• Strong research and report writing skills, with extensive experience using Microsoft Office products.
• Excellent interpersonal, communication, and customer service skills, committed to achieving the best outcomes for both clients and the business.
• Highly organized with the ability to manage time effectively and meet deadlines.
• Attention to detail is crucial in balancing the demands of the role.

Desirable Skills:

• Experience with IO back-office software and FE Analytics research tool.
• Familiarity with working in a small to medium-sized financial services environment and during periods of significant change.
• Experience with a Discretionary Fund Manager.
• Knowledge of cashflow modelling and a broad understanding of the Financial Services Industry.

Benefits:

• Competitive salary and benefits package.
• Opportunities for professional development and career advancement.
• Dynamic and supportive work environment.

To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in joining our team.