Paraplanner in Exeter

The Paraplanner is an integral member of the Paraplanning Centre of Excellence in delivering outstanding client experience. Working closely with the Paraplanning team, Client Executives, and Financial Planners, you will be key to making a meaningful impact on our clients’ financial futures by assisting in the delivery of bespoke financial planning solutions.

In this role, you will be required to produce compliant, high quality, detailed suitability letters and reports. You will propose and implement recommendations, collaborating with Financial Planners to clarify goals and objectives to ensure plans are aligned with the aspirations of the client. Possessing a client-focused mindset, you will embrace the opportunity to support client review meetings where appropriate. You will develop good rapport with clients in meetings and through other forms of communication, supporting and enhancing the overall client experience.

The role holder will have strong paraplanning experience (3+ years) and hold the Level 4 Diploma in Financial Planning as a minimum. As a fully competent Paraplanner, you will be able to demonstrate good application of technical knowledge and skills, showcasing an ability to undertake highly technical, precise and detailed work to a consistently high standard. You will possess a sound understanding of financial products, FCA principles and regulatory standards.

This role offers a great opportunity and scope to:

• Become a technical expert in a particular specialism, have regular development conversations.
• Work towards an Advanced Diploma in Financial Planning or Chartered Status.
• Explore career paths and growth opportunities available within the Paraplanning Centre of Excellence or by becoming a Financial Planner.

Location: This role will be based in our Worthing office. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.

What you will be doing:

• Research and analysis: conduct in-depth research and analysis to identify suitable solutions. Perform and present cashflow modelling scenarios to clients as required.
• Technical work: prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients.
• Liaising with providers: speak to external companies to obtain information about existing and potential investments.
• Client requirements: determine client objectives and priorities, together with understanding client attitudes to risk and capacity for loss.
• Managing documentation: prepare client files for review meetings and maintain these compliantly throughout the client advice journey.
• Compliance and regulation: work with honesty and integrity, you will be disciplined in following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures that apply to your role and conduct of the business.
• Supporting the team: share expertise and best practice with Senior Client Executives and assist them with complex client matters. Carry out peer reviews.
• Technical knowledge: dedicate time to meet continuous professional development requirements and maintaining your product and technical knowledge.

About You:

• Financial Services experience – sound understanding of financial products, FCA principles and regulatory standards.
• Great tech skills – proficiency in Microsoft Office (advanced Word/Excel skills) and a good working knowledge of different provider platforms.
• Methodical and organised – an ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues.
• Excellent writing skills – skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise.
• Exemplary communication and relationship building skills – a collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes.
• Passion for sharing knowledge – driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development.

Benefits:

• 30 days holiday plus public holidays.
• 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you).
• Private medical insurance, 24/7 digital GP and health advice.
• Employee assistance programme providing support for your mental and physical health.
• Group pension scheme.
• Life assurance scheme.
• Eyecare vouchers.
• Enhanced family leave.
• Referral scheme.

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

About Progeny: We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.