18 May 2019
21 May 2019
Contract Type
Full Time

My Client is a financial adviser whose main priority is to put their clients’ needs first, and make sure that the process to create their investment portfolio is smooth, and focuses exclusively on the clients.

My client is looking to expand their team and seeking a hardworking, enthusiastic, self-motivated Technical Paraplanner reporting into the Paraplanning Manager. They are looking for you take a senior role within the team to deliver an outstanding experience for our clients. Ideal candidates will be passionate about financial services and have a strong background in paraplanning.

The office is a gorgeous, modern converted barn which creates the perfect working environment plus having a few friendly dogs in the office! Onsite parking is available.

The clients benefit package involves 23 days holiday inc 3 days over Christmas and adding an extra day of holiday per year of being there. They also provide employees with group life cover and wellbeing benefits. The Company’s Bonus Scheme is available to employees once they’ve successfully completed their probation period.

The team enjoy keeping fit and every employee even gets provided with their own Fitbit! They also enjoy a monthly get together on the first Tuesday of every month as a team.


£35 - £40k depending on experience

Duties as followed:

Ensure the production of first-class research and report writing on a full range of financial planning, products and services.

Be the main point of contact - Providing paraplanning support to a team of Financial Planners Organisation and allocation of team tasks

Motivation and communication across the team

Research on products and investment strategies

Assisting the Paraplanning Manager and our Risk & Development Manager with the company’s research processes including platform and product due diligence.

Working alongside the MD and Paraplanning Manager on managing the company Investment Committee, responsibilities include:

Attending and documenting the minutes at the quarterly meetings

Communicating investment updates to the wider business

Assist in the production of client facing investment update sheets

Able to think innovatively and laterally, to challenge our current processes and look for ways to improve the service we provide and the client’s experience.

Assisting the Paraplanning Manager in developing good relationships with providers and arranging meetings with them as needed.

Qualifications/Skills Required:

Diploma in Financial Planning achieved.

Chartered or working towards Chartered status desirable

J10 or another investment focused qualification desirable

A minimum of five years’ experience in the financial services industry

Experienced using Microsoft Office / technology driven

Experience in a technical paraplanning role

Excellent knowledge of investments, pensions, trusts, taxation and protection

Self- motivated and driven to succeed and deliver a first-class service to clients

Good at problem solving and thinking outside the box

Attention to detail

Ability to work well in a team and individually

This is an excellent opportunity for an experienced paraplanner to join a successful financial adviser and work in a hardworking, professional team. If you think you are a suitable individual with the right skills please get in touch.

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