At a Glance
- Tasks: Support financial advisers by preparing strategy documents and conducting cash-flow modelling.
- Company: Join a reputable financial services firm with a focus on client confidentiality.
- Benefits: Enjoy 20 days holiday, a generous pension scheme, and study opportunities for financial qualifications.
- Other info: Flexible working options available, with a dynamic team atmosphere in Clifton, Bristol.
- Why this job: Make a real difference in clients' financial journeys while developing your skills in a supportive environment.
- Qualifications: Previous paraplanning experience and strong analytical skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
On behalf of our client, we are seeking a Paraplanner. This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research.
Responsibilities
- Prepare and maintain electronic client files in line with compliance procedures.
- Draft strategy documents and suitability letters based on adviser recommendations.
- Complete application forms and online business submissions.
- Update client strategy documents as instructed.
- Receive and act on instructions from advisers following client meetings.
- Analyse data and produce cash-flow forecasts, research summaries and product comparisons.
- Liaise with product providers to obtain client asset information.
- Compile quotes for protection business and submit transfer business.
- Respond to client queries regarding withdrawals, fund switching and pension drawdown.
- Support the Client Services team with meeting packs, presentations and post-meeting updates.
The Person
For this role our client is seeking someone with previous Paraplanning experience. Their ideal candidate is highly trustworthy, detail-oriented and proactive, with a strong commitment to maintaining client confidentiality.
- Proven experience in financial services or paraplanning, including cash-flow modelling and research analysis.
- Strong understanding of FCA and data protection regulations, with a track record of adhering to strict confidentiality standards.
- Excellent written and verbal communication skills for preparing client documents and liaising with advisers and product providers.
- Proficiency with financial software, Microsoft Office suite and CRM systems such as Salesforce.
Benefits
- 20 days plus bank holiday (additional holiday at Christmas)
- Pension (10% employer contribution)
- Parking Permit
- Opportunities to study for financial qualifications
- Superb bonus & commission
Location: Clifton, Bristol with 1 day from home if required.
Paraplanner employer: Alexander Mae Recruitment
Our company is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. Located in the vibrant area of Clifton, Bristol, we provide our Paraplanners with competitive benefits including a generous pension scheme, additional holiday during Christmas, and opportunities for further financial qualifications, all while fostering a collaborative environment that values trust and confidentiality.
