Paraplanner
Up to £42,000 per annum + benefits
Chippenham, Wiltshire
Permanent
Do you enjoy meticulous work and helping people achieve their financial goals?
We are seeking a highly motivated Paraplanner to join a growing Client Services team. You will play a vital role in ensuring my clients’ Financial Advisers deliver the highest quality client advice.
The role:
- Prepare comprehensive Suitability Reports to support client consultations.
- Conduct thorough Comparative Research to identify the most suitable financial products (savings, investments, pensions) for clients.
- Analyse client information and understand their financial goals to make informed recommendations.
- Work closely with Financial Advisers to gather information and prepare client suitability checks.
- Respond efficiently to client queries while maintaining excellent service standards.
- Prepare data-driven Annual Reviews to keep clients informed about their financial health.
- Facilitate the implementation of agreed client recommendations.
- Maintain detailed client files to ensure ongoing compliance and provide historical context.
- Occasionally attend client meetings with Financial Advisers.
Person specification:
- Hold a Certificate in Paraplanning or equivalent qualification.
- Have previous experience in a paraplanning role.
- Possess excellent analytical skills to dissect financial records and provide insightful commentary.
- Demonstrate strong organisational skills to manage multiple projects simultaneously.
- Communicate clearly and concisely with excellent written and verbal communication skills.
- Maintain a positive, professional, and helpful demeanour when interacting with clients.
- Proficient in using a variety of computer software programs.
- Have a deep understanding of the financial services industry and products like investments and pensions.
- Able to write detailed technical reports to assist Financial Advisers.
- Self-motivated and disciplined with a commitment to continuous learning.
- A true team player willing to collaborate and contribute to achieving business goals.
This is a fantastic opportunity to develop your career in financial services and make a real difference in people’s lives. If you are a highly organized and detail-oriented individual with a passion for client service, then apply today!
Hours of work will be Monday to Friday 9am – 5.30pm (1 hour for lunch) or 9am – 5pm (45 minutes for lunch).
Due to the clients location, having your own transport would be beneficial.
Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful.
