Associate Paraplanner: Path to Financial Planner (Hybrid)

The Progeny Group; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm is seeking an Associate Paraplanner to assist Financial Planners with client solutions. Responsibilities include drafting suitability reports, conducting analysis, and supporting client executives. The ideal candidate will have prior experience in client services, possess a Diploma in Financial Planning (with minimum two R0 exams passed), and demonstrate excellent analytical and communication skills. This role offers a hybrid working model enabling a balance between home and office.

Qualifications

• Experience in a Client Services role within Financial Planning.
• Eager to develop a career within Paraplanning or Financial Planning.
• Basic paraplanning knowledge and understanding of financial products.
• Minimum of two R0 exams passed towards the Diploma.

Responsibilities

• Conduct research and analysis to find suitable solutions for clients.
• Draft suitability letters and reports for reviews and new business.
• Determine client objectives and maintain client files compliantly.
• Work in accordance with FCA principles and regulatory standards.
• Assist Client Executive with client matters and queries.

Skills

Client-focused mindset

Attention to detail

Analytical skills

Communication skills

Data literacy

Organizational skills

Education

Diploma in Financial Planning

Tools

Microsoft Excel

Job description

A financial services firm is seeking an Associate Paraplanner to assist Financial Planners with client solutions. Responsibilities include drafting suitability reports, conducting analysis, and supporting client executives. The ideal candidate will have prior experience in client services, possess a Diploma in Financial Planning (with minimum two R0 exams passed), and demonstrate excellent analytical and communication skills. This role offers a hybrid working model enabling a balance between home and office.