At a Glance
- Tasks: Support Financial Planners with technical analysis and deliver tailored financial solutions.
- Company: Respected wealth management firm with a collaborative and client-focused culture.
- Benefits: Hybrid working, professional development support, and clear career progression opportunities.
- Other info: Engage in continuous learning and contribute to business improvements.
- Why this job: Join a dynamic team and make a real impact on clients' financial journeys.
- Qualifications: Experience as a Paraplanner and strong understanding of financial planning products.
The predicted salary is between 30000 - 40000 £ per year.
An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business. This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service.
The Opportunity
- You will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience.
- The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment.
Key Responsibilities
- Support Financial Planners by providing technical analysis and client solutions.
- Conduct research, analysis and due diligence on client holdings and recommendations.
- Prepare technical calculations and cashflow modelling reports.
- Produce high-quality suitability reports aligned to client objectives and recommendations.
- Build and maintain strong client relationships, acting as a key point of contact throughout the client journey.
- Attend client meetings where appropriate.
- Identify information required to develop comprehensive financial plans.
- Work closely with Client Services teams to ensure recommendations are accurately implemented.
- Ensure planners and clients receive timely updates throughout the advice process.
- Review client files and ensure work is completed to regulatory and compliance standards.
- Support continuous improvement initiatives across the business.
- Maintain up-to-date knowledge of legislation, regulation and industry best practice.
About You
- Previous experience working as a Paraplanner or within a similar technical financial planning role.
- Strong understanding of financial planning products, solutions and technical calculations.
- Experience analysing client portfolios and producing suitability reports.
- Ability to work to deadlines while maintaining exceptional attention to detail.
- Strong written and verbal communication skills.
- Excellent organisational and problem-solving abilities.
- Comfortable building relationships with clients and internal stakeholders.
- Self-motivated with the ability to work independently and as part of a wider team.
- Committed to ongoing professional development and continuous learning.
Qualifications
- CII Diploma in Regulated Financial Planning (DipPFS) desirable.
- Working towards CII Advanced Diploma in Financial Planning preferred.
- 3-4 years' relevant financial planning or paraplanning experience.
Why Apply?
- Join a collaborative and client-focused wealth management business.
- Work closely with experienced Financial Planners and advisers.
- Gain exposure to complex financial planning cases and client portfolios.
- Strong commitment to professional development and qualifications support.
- Opportunity to contribute ideas and influence business improvements.
- Hybrid working environment and supportive team culture.
- Clear long-term career progression opportunities.
If you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.
Paraplanner in Kent employer: Trinnovo Group Ltd
Join a dynamic and ambitious audit team in Glasgow, where you will not only lead and manage a diverse portfolio of clients but also play a pivotal role in developing your team members. Our hybrid working model promotes a healthy work-life balance, while our commitment to employee growth ensures that you have ample opportunities for professional development in a supportive and high-performing environment.
