Paraplanner

Description

Paraplanner

Location: Huntingdon

Contract: Permanent

Salary: 35,000 - 40,000 per annum

Start Date: Flexible

Contact: (url removed)

Hybrid Working

Job Description

We are recruiting for an experienced Paraplanner to join a professional and client-focused financial planning firm. Reporting to the Office Manager, the Paraplanner will play a key role in delivering a first-class support service to both Advisers and clients.

This role requires a proactive individual who can coordinate their workload effectively, provide high-quality paraplanning and administrative support, and contribute positively to the wider business. You will work closely with Advisers to ensure advice is robust, compliant, and aligned to client objectives.

Key Responsibilities

Analyse client data and use research tools to develop appropriate financial planning solutions.Research whole-of-market products and maintain accurate supporting research records.Interpret information gathered by Advisers during client meetings.Obtain outstanding information required to progress advice or applications.Prepare quotes and illustrations using available tools.Construct suitability letters in line with compliance requirements.Process new business applications efficiently and accurately.Ensure all work is completed in accordance with internal compliance procedures and regulatory requirements.Maintain provider online access and monitor system usage.Maintain awareness of retainer client service levels.Keep up to date with product, legislative, and technical changes.Maintain an accurate Training & Competence (T&C) record.Candidate CriteriaLevel 4 Diploma in Financial Planning (or equivalent).Proven experience working in a Paraplanner role.Strong understanding of FCA regulations and compliance requirements.Excellent organisational and administrative skills.High attention to detail with strong analytical ability.Professional business manner with a strong client service focus.If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)

Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.

Ad ID: 5417725848