Paraplanner - Hybrid Working

Paraplanner - Birmingham, West Midlands

Ref: 1524Friday 12 April 2024

£30000 - £35000

Join a reputable financial services firm committed to providing tailored financial solutions and exceptional client service. With a focus on continuous personal development and compliance, our client offers a supportive environment for professional growth.


The Role:


As a Paraplanner, you'll work closely with Financial Planners to discuss client objectives, identify suitable solutions, and compile comprehensive financial reports. Your role will be crucial in ensuring efficient, high-quality, and compliant services for their clients.


Key Responsibilities:


  • Collaborate with Financial Planners to gather necessary information for financial suitability reports.
  • Assist in identifying planning areas and sourcing solutions to meet client needs, including tax calculations.
  • Ensure all client information collected adheres to 'know your client' principles and company policies.
  • Prepare suitability reports and recommendations, ensuring compliance with regulatory standards and company policies.
  • Conduct fund research and analysis using tools like FE Analytics to support Financial Planner recommendations.
  • Maintain updated suitability report templates and due diligence research on funds, providers, and platforms.
  • Prepare monthly cumulative return tables and effectively communicate them to Financial Planners and Team Leaders.


Knowledge, Skills, & Competencies:


  • Understanding of the financial planning process.
  • Commitment to delivering quality service.
  • Strong client communication and relationship-building skills.
  • Ability to work collaboratively in a team environment.
  • Effective planning and prioritization abilities.
  • Proficiency in using systems and processes.
  • Demonstrate honesty, integrity, and adaptability.
  • Enthusiastic and dependable with a personal commitment to achieving outcomes.
  • Capable of working autonomously to achieve agreed objectives.




  • Competitive salary and benefits package.
  • Hybrid Working
  • Opportunities for professional development and training.
  • Supportive work environment promoting work-life balance.


If you're passionate about delivering exceptional financial solutions and client service while continuously developing your skills, we encourage you to apply for the Paraplanner position.



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