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For Companies At a Glance
- Tasks: Join our team to create bespoke financial planning solutions and enhance client experiences.
- Company: Progeny, a forward-thinking firm revolutionising financial services in the UK.
- Benefits: Enjoy 30 days holiday, private medical insurance, and a supportive work environment.
- Why this job: Make a real impact on clients' financial futures while developing your skills.
- Qualifications: Level 4 Diploma in Financial Planning and strong paraplanning experience required.
- Other info: Hybrid working model allows for a balanced personal and professional life.
The predicted salary is between 24000 - 36000 £ per year.
Progeny Sheffield, England, United Kingdom
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Progeny Sheffield, England, United Kingdom
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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 Sheffield 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
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at Progeny. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial products and FCA principles confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Practice your communication skills! Whether it's through mock interviews or casual chats with friends, being able to articulate your thoughts clearly will help you build rapport with potential clients and colleagues.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial services and your understanding of FCA principles. We want to see how you can make a meaningful impact on our clients’ financial futures!
Show Off Your Writing Skills: Since you'll be preparing detailed suitability letters and reports, it's crucial to demonstrate your excellent writing skills. Keep your application clear, concise, and free of jargon. We love a well-structured document that showcases your ability to communicate effectively!
Highlight Your Technical Knowledge: Don’t forget to mention your technical expertise and familiarity with financial products. We’re looking for someone who can handle complex tasks with precision, so let us know about your experience with cashflow modelling and compliance regulations.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our awesome team at Progeny. Don’t wait too long, as we might close the vacancy early if we get enough applications!
How to prepare for a job interview at Progeny
✨Know Your Stuff
Make sure you brush up on your financial products knowledge and FCA principles. Being able to discuss these confidently will show that you're not just a candidate, but a potential expert in the field.
✨Showcase Your Writing Skills
Since you'll be preparing suitability letters and reports, practice writing clear and concise documents. Bring examples of your previous work to the interview to demonstrate your ability to communicate effectively.
✨Be Client-Focused
Progeny values a client-focused mindset, so think about how you can enhance the client experience. Prepare examples of how you've built rapport with clients in the past and how you can apply that in this role.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Brush up on cashflow modelling and compliance regulations, and be ready to discuss how you would approach complex client matters.
