Paraplanner – Financial Services

Salary £30,000 - £45,000 (depending on experience) - we would consider part time for the right candidate (pro rata)

We’re seeking a dedicated and proactive Paraplanner to play a vital role in our team. This position involves close collaboration with our financial advisers, helping to craft tailored financial advice and investment strategies for our valued clients.

The role requires a strong foundation in financial planning, alongside a thorough understanding of investment products and strategies. Exceptional analytical and communication skills, paired with meticulous attention to detail, are essential for success.

This is a unique opportunity for a motivated and resourceful individual who thrives in a dynamic environment. You’ll contribute directly to the growth of our business and help deliver the exceptional service our clients expect.

Our company specialises in bespoke financial advice and investment management services for high-net-worth individuals and businesses. As a Paraplanner, you’ll take on meaningful responsibilities, working at the heart of the advice process to shape our clients’ financial futures.

THE ROLE

• Comprehensive understanding of client requirements and assistance with producing effective financial solutions to these requirements
• Technical research and analysis on viability and strength of financial plans
• Preparation of suitability letters
• Collaborate with financial advisors to develop and implement investment strategies for clients
• Effective and timely updates of client records and back-office system
• Liaison with clients and product providers
• Areas covered will include mainly pensions and investments but also protection
• Fulfil regulatory reporting requirements
• Act as a liaison between clients and financial advisors, responding to client inquiries and providing timely and accurate information
• Stay up-to-date on industry trends and regulations to ensure compliance with all relevant laws and regulations

ESSENTIAL CRITERIA

• Minimum of 3 years of experience in financial planning or a similar role
• Excellent communication and report writing skills
• Candidates will be Level 4 Diploma qualified or working towards this qualification
• Professional telephone manner and interpersonal skills
• Team player
• IT proficiency including Microsoft Office

DESIRABLE CRITERIA

• Intelliflo back-office experience
• Experience using Genovo

THE OFFER

• Competitive salary
• Discretionary Bonus
• Death in Service
• Staff Team Building Days Out
• Early finish on a Friday
• 25 days holiday + bank holidays
• Company Pension Scheme
• Free Parking

Job Types: Full-time, Part-time, Permanent

Pay: £32,500.00-£47,500.00 per year

Benefits:

• Company pension
• Free parking
• Life insurance

Work Location: In person

View the original Indeed job posting for the Paraplanner opportunity at Kirrage Williams Limited in Newbold.