Paraplanner

Due to ongoing growth, an independent financial planning firm in the city centre are hiring for an experienced and detail-oriented Senior Paraplanner/ Paraplanner to join the team. The successful candidate will play a pivotal role in supporting financial advisers by preparing comprehensive reports, analysing client data, and assisting with financial planning processes. This position offers an excellent opportunity for a professional with strong organisational and communication skills to contribute to delivering exceptional client service and maintaining compliance standards. 

They highly encourage career development to either technical paraplanning, further qualifications, towards compliance or even financial advice.

Duties

• Prepare detailed reports and documentation to support financial advisers in client meetings and planning sessions.
• Conduct thorough analysis of client financial data, including investments, pensions, and estate planning.
• Assist in developing customised financial plans tailored to individual client needs.
• Maintain accurate records and organise client information using Microsoft Office applications such as Word, Excel, and Outlook.
• Communicate effectively with clients and internal teams to facilitate smooth workflow and ensure clarity of information.
• Support compliance procedures by ensuring all documentation adheres to regulatory standards.
• Collaborate with team members to streamline administrative processes and improve overall efficiency.
• Stay updated on industry regulations, market trends, and best practices within the financial services sector.

Skills

• Proven experience in report writing within a financial services environment.
• Strong analysis skills with the ability to interpret complex financial data accurately.
• Excellent organisational skills with the capacity to manage multiple tasks efficiently.
• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook; familiarity with IT systems is essential.
• Exceptional communication skills, both written and verbal, for effective client interaction and team collaboration.
• Knowledge of financial planning principles and processes is highly desirable.
• Previous administrative experience supporting financial advisers or similar roles is advantageous.
• Effective time management skills to prioritise tasks in a fast-paced environment.
• Customer service orientation with a professional approach to client engagement.

This role offers a dynamic working environment where attention to detail and organisational excellence are valued. The ideal candidate will be proactive, adaptable, and committed to delivering high-quality support within the financial services industry.

In return they are offering a competitive salary, benefits, bonus and hybrid working as standard.  Please get in touch as soon as possible to discuss in more detail in absolute confidence with Alison Curran prior to progressing.