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- Tasks: As a Paraplanner, you'll assist in delivering tailored financial planning solutions and produce detailed reports.
- Company: Progeny is a pioneering firm combining financial planning, asset management, and legal services in the UK.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible hybrid working options.
- Why this job: Join a forward-thinking team that values innovation and social impact while enhancing client experiences.
- Qualifications: You need financial services experience and a Level 4 Diploma in Financial Planning.
- Other info: Be part of a B-Corp certified company recognised as a top employer in Yorkshire.
The predicted salary is between 28800 - 43200 £ per year.
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The opportunity
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 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 Leeds 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
As a Paraplanner, you will complete all paraplanning tasks together with responsibility for –
- 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 meetingsand maintain these compliantly throughout the client advice journey.
- Compliance and regulation: Working 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
To thrive and be successful in the role you will be/need-
Financial Services experience – Possess
sound understanding of financial products, FCA principles and regulatory standards.
Great tech skills – Proficiency in Microsoft Office (with 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 created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Paraplanner employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and financial products. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and client service.
✨Tip Number 2
Network with current Paraplanners or financial professionals on platforms like LinkedIn. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully collaborated with Financial Planners or Client Executives in the past. Highlighting your teamwork skills will be crucial in showcasing your fit for the role.
✨Tip Number 4
Stay updated on industry trends and news related to financial planning. Being knowledgeable about current events can help you engage in meaningful conversations during interviews.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, such as the Level 4 Diploma in Financial Planning. Use specific examples that demonstrate your technical knowledge and client-focused mindset.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and how you can contribute to Progeny's mission. Mention your ability to produce high-quality suitability letters and reports, and your experience in collaborating with Financial Planners.
Showcase Your Writing Skills: Since excellent writing skills are crucial for this role, ensure that all written components of your application are clear, concise, and free from errors. Consider including a sample of your suitability report if possible.
Highlight Technical Proficiency: Emphasise your proficiency in Microsoft Office, particularly advanced Word and Excel skills. Mention any experience with different provider platforms, as this will be beneficial for the role.
How to prepare for a job interview at Progeny
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate a solid understanding of financial products and regulatory standards. Be prepared to discuss your experience with specific financial planning tools and how you've applied your technical skills in previous roles.
✨Prepare for Client-Focused Scenarios
Since the role involves client interaction, think of examples where you've successfully built rapport with clients. Be ready to explain how you assess client needs and tailor financial solutions accordingly.
✨Demonstrate Strong Writing Skills
You'll be required to produce detailed suitability letters and reports. Bring samples of your written work if possible, and be prepared to discuss your writing process and how you ensure clarity and compliance in your documentation.
✨Emphasise Your Organisational Skills
The ability to manage your workload effectively is crucial. Share examples of how you've prioritised tasks in a busy environment, ensuring that all client documentation is maintained accurately and compliantly throughout the advice journey.