Hybrid Paraplanner: Build Bespoke Financial Plans & Reports

The Progeny Group; Troon; Hybrid; GBP 40,000 - GBP 50,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Paraplanner to deliver outstanding client experiences and assist in the provision of bespoke financial planning solutions. This role involves conducting in-depth research, preparing financial documents, liaising with providers, and ensuring compliance with FCA regulations. The ideal candidate has at least three years in paraplanning and a Level 4 Diploma in Financial Planning, demonstrating excellent technical and communication skills. The position supports hybrid working arrangements.

Benefits

30 days holiday plus public holidays

3 days celebratory leave

Private medical insurance

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Enhanced family leave

Referral scheme

Qualifications

• At least three years of paraplanning experience required.
• Good application of technical knowledge is essential.
• Must demonstrate a sound understanding of financial products and regulations.

Responsibilities

• Conduct in-depth research and analysis to identify suitable solutions.
• Prepare suitability letters and reports for clients.
• Determine client objectives and priorities based on their needs.
• Collaborate with Financial Planners to enhance client service.

Skills

Financial Services experience

Technical skills in Microsoft Office

Excellent writing skills

Communication and relationship-building skills

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Job description

A leading financial services firm in the UK is seeking a Paraplanner to deliver outstanding client experiences and assist in the provision of bespoke financial planning solutions. This role involves conducting in-depth research, preparing financial documents, liaising with providers, and ensuring compliance with FCA regulations. The ideal candidate has at least three years in paraplanning and a Level 4 Diploma in Financial Planning, demonstrating excellent technical and communication skills. The position supports hybrid working arrangements.