FURTHER INFORMATION

Role Overview:
We have a fantastic opportunity available for an experienced paraplanner to join our team on a permanent basis. This role is ideal for someone looking to further their paraplanning career.

Key Responsibilities

Financial Analysis & Technical Support

• Provide technical support, research, recommendations and financial analysis to our Financial Planner clients.
• Analyse clients’ aims, identify areas for planning and assist in constructing tailored solutions for Financial Planners to present.
• Produce robust financial plans, suitability reports and supporting documentation.
• Undertake ad-hoc technical assignments and projects.
• Support admin team with preparation of review documentation where necessary.

Documentation & Suitability Reports

• Draft suitability reports, ensuring they align with FCA requirements while being clear and client specific.
• Incorporate bespoke, personalised explanations as needed, beyond standard templates.

Compliance & Administration

• Ensure adherence to Conduct Risk standards, FCA rules, regulatory requirements and company policies and procedures.
• Monitor and support administrative tasks, maintaining deadlines and service standards.
• Maintain accurate and up-to-date CPD records.

Collaboration & Team Support

• Assist junior team members and collaborate with senior colleagues on complex cases.
• Facilitate smooth processing of caseload by liaising promptly with the Financial Planners’ administrative support teams.
• Contribute to team objectives and the broader business plan.

Requirements

Qualifications

• Essential: CII Level 4 Diploma in Regulated Financial Planning (or equivalent), or significant progress towards achieving this qualification.
• Desirable: Working towards Chartered Financial Planner status or further specialist qualifications.

Skills and Competencies

Technical Expertise

• Strong understanding of financial planning areas: investment planning, retirement planning, protection, and estate planning.
• Broad knowledge of core financial planning products and solutions.
• Knowledge of FCA suitability requirements, industry regulations and compliance standards.

Communication Skills

• Excellent verbal and written communication, with the ability to simplify complex concepts for varied audiences.
• High-quality report writing, free from jargon, with attention to grammar and structure.
• Excellent interpersonal skills.
• Ability to liaise effectively with Financial Planner clients, administrative support teams, and colleagues.

Analytical and Detail-Oriented

• Exceptional accuracy, numeracy, and attention to detail in all areas of work.
• Ability to interpret complex data and construct actionable solutions.

Organisational Skills

• Proven ability to manage and prioritise workloads, juggle competing tasks, and meet deadlines.
• Effective collaboration in a team-oriented environment. 

Technology Proficiency

• Competence in using MS Office and financial planning software packages.

Experience

• Proven experience in a paraplanning role within a financial planning firm.
• Experience using a wide range of provider products and services.
• Demonstrated ability to work with templated and bespoke suitability reports.

Personal Attributes

• Reliable, proactive and flexible team member with a collaborative approach.
• Detail-oriented and analytical thinker.
• Commitment to confidentiality and adherence to ethical standards.
• Actively seeks opportunities to develop industry and product knowledge.
• Possesses a positive and engaging personality, with the ability to bring energy and a sense of fun and enjoyment to the workplace.

Package

Benefits

• Hybrid Working: Enjoy a balanced work-life arrangement with two days in-office and three days remote work.
• Professional Development: We offer support for further qualifications and career progression within the company.
• Collaborative Environment: Work in a supportive team where your contributions are valued and recognised.
• Competitive Salary: A competitive salary package commensurate with experience.
• Company Pension
• Free on-site parking

Location

Our office is based in Oakham, Rutland.  We work in the office 2 days per week and remotely 3 days per week.