Technical Financial Planner Support (Paraplanner)

My client is an award-winning advice firm with offices in Norfolk and Suffolk, established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market-leading salary and benefits package and the opportunity to progress in their career with support both personally and financially. All professional exam costs are met, and study is supported.

Purpose of the role

To provide high-quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients, being aligned to an individual Financial Planner or several FPs across the team.

Key responsibilities

• Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary.
• Check more complex policy analysis and complete complex calculations for clients.
• Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate.
• Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval.
• Hold regular meetings with peers to discuss cases and highlight changes in legislation that need to be considered and ideas for enhancing the services delivered.
• Involvement with developing procedures for the team.
• Ensure internal systems and processes are followed consistently amongst team members.
• Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client.
• Highlight serious issues or system errors to your line manager, dealing with day-to-day issues autonomously.
• Provide technical training as required and support individual learning and development.
• Maintain and update your personal development record.
• Undertake project activity to feedback recommended changes to promote best practice of key processes and procedures, including client-facing documents.

Personal Specification

• Diploma qualified (essential).
• Thorough knowledge of systems and processes.
• Experience of dealing with a number of high-level technical queries.
• Providing accurate and timely information and administrative support.
• Development of others.
• Managing complex technical issues.
• Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers’ products.
• Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates.
• Platform functionality.
• Mandatory compliance training.
• Pass ‘lead support’ knowledge test.
• Attention to detail/accuracy.
• Computer literate and data management, including company-specific software.
• Analytical, decision making & problem solving.
• Ability to train others.
• Planning, time management and organisation skills.
• Report writing & presentation skills.
• Time management.
• Ability to build and maintain relationships.
• Ability to work pro-actively, on own initiative and as part of a team.
• Communication – written and verbal.

Benefits

• 29 days holiday + office closed between Christmas and New Year + Birthday off.
• 5% pension contribution.
• Flexible working.
• Hybrid working (two days from home).
• Profit Share.
• Social events.
• Free parking.
• Free drinks/fruit.
• Cycle to work scheme.
• Length of service recognition.
• Discounted legal services.
• Life cover and income protection.
• Healthcare cash plan.
• Private health care scheme.
• Professional qualifications supported financially.