Paraplanner - DG Partnership Ltd : Job Details

Paraplanner–Competitive Salary + Benefits– Fareham/Kent/London, Hampshire/ Hybrid

The Role

Do you have proven experience as a paraplanner with strong technical knowledge of financial planning? Are you highly organised with excellent attention to detail and the ability to manage competing deadlines? If so, we have an exciting opportunity for you.

MWA Financial is seeking a skilled Paraplanner to join our growing team. This role can be full-time or part-time, giving you flexibility to suit your circumstances.

You will support Financial Advisers by delivering accurate, compliant and tailored advice to clients. This includes producing detailed reports, conducting research and providing technical expertise across a range of financial products.

Working closely with advisers, client service officers and fellow paraplanners, you will play a vital role in ensuring the delivery of high-quality financial planning.

If you’re ready to take the next step in your paraplanning career, apply today and join a forward-thinking firm where your expertise will be valued.

Key Responsibilities:

• Create suitability reports for Investments, Pensions, Protection and Inheritance Tax Planning.
• Conduct research and performance analysis using the tools provided.
• Provide technical support to IFAs enabling them to write business compliantly. This is to include conducting research, gap analysis of a client’s circumstances and reviewing existing arrangements.
• Collaborate with financial advisers and support staff to ensure compliance with regulatory standards and firm procedures.
• Liaise with providers and third parties to obtain information, quotes, illustrations and product details for cases in order to formulate recommendations for clients.
• Maintain Continuous Personal Development (CPD) by attending in-house training and keeping abreast of industry developments.
• Interact and follow the internal Investment Committee (IC) guidelines when researching client solutions.

The Company

MWA Financial Advice was launched in 2016 with the vision to make financial advice accessible, understandable, and of value to as many people in the UK as possible. We offer flexible working terms and invest in the career development of our rapidly growing team.

The Benefits

• Minimum of 33 days of holiday, inclusive of bank holidays 
• Private medical insurance 
• Life insurance 
• Pension contribution 
• Industry specific exam funding  
• Professional development 

The Person

• At least two years’ experience working as a paraplanner
• Strong attention to detail
• Good communication skills, both written and verbal
• A solid understanding of compliance within an IFA environment
• Knowledge of industry software (Intelliflo is what we use)
• Good MS Office skills
• Ideally a level 4 diploma