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  • Ref: JH0601

To support the team of Financial Planners both in terms of new business and delivering a high level of on-going client service

Paraplanner responsibilities include...

Paraplanning Duties

  • Support the Financial Planning team to meet business targets
  • Research clients’ financial arrangements, analyse investment and client data
  • Construct financial planning strategies and research financial product marketplace
  • Produce financial planning reports
  • Assist Financial Planners with preparation for client meetings
  • Maintain compliant records
  • Work as part of the team to deliver the highest level of client service
  • Perform general office administration tasks as required and provide holiday cover for team members
  • Maintain and update back office systems and platforms

Paraplanner requirements include...

Qualifications and Experience

You must be a minimum of Level 4 CII Diploma in Financial Planning


  • Ideally be working towards Chartered Financial Planning or happy to continue study that will be supported.

You must be a self-starter with a strong work ethic, able to organise themselves without close supervision, able to work with the team, able to prioritise tasks and handle large amounts of data and paperwork efficiently

  • The candidate should have a high level of analytical ability, a keen eye for detail and a thorough approach
  • The candidate must also have an ability to handle pressure and meet tight deadlines whilst also being personable and a team player

Work Skills

  • Familiarity with MS Office, particularly Word, Excel and Outlook
  • Familiarity with back office software
  • Knowledge of relevant FCA compliance procedures
  • Research and analysis skills
  • Able to produce high quality reports detailing reasoned recommendations, combined with high standards in respect of spelling, punctuation and syntax

Consultant contact