Paraplanner

Four Squared • TRAFFIC • Leicestershire, Leicester, United Kingdom • £32,000 - £35,000 / * • 1d ago

We are currently working with a well-established, family-oriented Independent Financial Advisers in Leicestershire, who is looking for a personable, bright, and articulate Paraplanner, to join their Paraplanning department. You must have experience working in a similar role, undertaking similar tasks, and have a good technical understanding of Investment, Retirement, and Pension products and their use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and possess a genuine ability to forge strong relationships with colleagues. Duties and responsibilities include:

Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing
Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision.
You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.
Excellent organisational and communication skills.
Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.

Skills and experience The ideal candidate will have:

Experience of producing bespoke technical suitability reports.
Be able to pull the relevant information from Fact Finds to complete cohesive, comprehensive reports.
Experience with the following:
- Fund performance and risk analysis
- Cash flow modelling.
Be able to support senior staff to provide their advisers with robust advice solutions, drawing on your technical knowledge and carrying out appropriate research to justify and evidence the advice given.
Manage complex cases, from inception to completion and find solutions to technical problems.
Manage queries and provide suitable remedies.
Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
An exceptional working knowledge of Microsoft word, Excel and Outlook with the ability to quickly familiarise yourself with various systems.
First class time management skills with the ability to prioritise and organise own workload.
You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.

Experience, Systems & Certification:

Paraplanning/report writing experience.
Experience dealing with Pensions and Investments
Ideally but not essential; dealing with various platforms and providers
FE Analytics or other performance analysis software
Cash Flow Modelling
Microsoft Outlook, Excel and Word
Microsoft Teams
Hold or be working towards the Level 4 Diploma in Regulated Financial Planning (DipPFS)

This is a full-time position, 37.5 hours per week (30-minute unpaid lunch), Monday-Friday. Hybrid working of 2 days from home, after successful completion of the 6-month probationary period. Benefits:

33 days holiday, including bank holidays
Generous non-contributory group pension scheme, commencing after 3 months of continuous service
Life assurance x 4 salary
Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities
Gym and free on and off-site parking.

If you wish to be considered for this fantastic opportunity, please email your cv to or feel free to call me on .

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