Our client is seeking an experienced Paraplanner to join a successful and client-focused financial planning business. This position is ideal for someone who enjoys the technical and analytical side of financial advice and wants to play a key role in delivering high-quality outcomes for clients.
Working closely with Financial Advisers and support colleagues, you'll transform complex financial planning information into well-researched, compliant, and client-friendly recommendations. You'll have the opportunity to contribute across a broad spectrum of advice areas, including pensions, investments, retirement strategies, protection planning, and estate planning.
Role & Responsibilities:
- Conduct research on products, providers, platforms, funds, and planning strategies to support adviser recommendations.
- Produce detailed and well-structured suitability reports covering pensions, investments, protection, retirement income planning, trusts, and estate planning.
- Analyse client information and existing arrangements to identify suitable recommendations and planning opportunities.
- Review fact-finds and supporting documentation, highlighting any missing information or potential concerns.
- Maintain accurate case records and supporting documentation using financial planning systems and research tools.
- Provide technical support to advisers by explaining research findings and helping resolve planning queries.
- Manage a varied workload of client cases, ensuring deadlines and service standards are consistently achieved.
- Keep up to date with industry developments, legislation, tax changes, and regulatory requirements.
- Collaborate with advisers, administrators, and wider teams to ensure an outstanding client experience.
Do you have the following to apply?
- Minimum of 3 years' experience in a paraplanning role within financial planning, wealth management, or an IFA environment.
- Strong knowledge of pensions, investments, and retirement planning solutions.
- Experience producing comprehensive suitability reports across a range of client needs.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
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Paraplanner in Leeds employer: Clayton Davies Ltd
Join a dynamic and supportive team at our client's established financial advice business, where your role as an IFA Administrator will be pivotal in delivering exceptional client service. With a strong focus on professional development, the company fosters a collaborative work culture that encourages growth and innovation, all while ensuring compliance and high standards are met. Located in a thriving area, employees benefit from a vibrant work environment and opportunities to enhance their skills in the financial sector.
