Paraplanner

The Openwork Partnership; Swindon; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A growing financial services company is seeking an experienced Paraplanner to join their expanding team in Swindon. This hybrid role requires you to work three days a week in the office, supporting advisers by managing client records, preparing applications, and providing technical support. Ideal candidates will possess a CII L4 Diploma in Financial Planning and have strong organizational skills to thrive in a fast-paced environment. The company offers a range of benefits including a bonus scheme, pension contributions, and flexible benefits.

Benefits

Bonus scheme - on target bonus - 7.5%

Pension scheme - up to 5% matched contributions

Critical illness cover

Death in service - 4x salary

27 days holiday plus bank holidays

Flexible benefits including medical and dental insurance

Qualifications

• Knowledge of the financial services market is essential.
• CII L4 Diploma in Financial Planning required.
• Strong communication skills to adapt to client needs.
• Organizational skills to prioritize tasks effectively.
• Excellent customer service understanding required.
• Ability to work in a collaborative team environment.
• Strong administrative skills in client and product management.
• Ability to meet tight deadlines.
• Excellent problem-solving and decision-making abilities.

Responsibilities

• Provide research, analysis, and technical support to financial advisers.
• Prepare recommendation reports for clients.
• Maintain and manage client records effectively.
• Liaise with advisers to clarify recommendations.
• Conduct research on various advice areas and products.
• Perform cash flow modelling analysis.
• Produce suitability reports confirming new recommendations.

Skills

Knowledge of financial services market

Communication skills

Organizational skills

Customer service

Teamwork and collaboration

Technology use

Client and product administration

Problem-solving

Education

CII L4 Diploma in Financial Planning

Job description

We are looking for an experienced Paraplanner to join our newly established and growing team of advice professionals. Working as an integral part of the support team providing our advisers and their clients with a professional and efficient service, you will be key to the delivery of this first class service. We'd like you to support our advisers with maintaining client records, occasional data gathering, application form preparation and submission.

The role will involve promoting the company’s services in a professional and FCA compliant manner.

This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week.

Join our mission to make financial advice accessible to everyone.

The benefits:

• Bonus scheme - on target bonus - 7.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key accountabilities:

• Providing research, analysis & technical support to a team of financial advisers
• Preparing recommendation reports
• Maintaining client records
• Liaise with financial advisers to query/challenge proposed recommendations where necessary
• Provide research on all relevant advice areas, products, and investment solutions
• Cashflow modelling analysis
• Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures

What will you need to succeed?

• Sound knowledge of the financial services market
• Attainment of CII L4 Diploma in Financial Planning
• Communication: Able to adapt the language, style and method of communication depending on the needs of the client or colleague
• Organisation: Able to prioritise tasks and prioritise client related tasks
• Customer Service: Understand what good customer service is and prioritise customer work to deliver good service.
• Teamwork & Collaboration: Understand the importance of teamwork and how collaboration can improve outcomes.
• Technology: Understand and be able to use technology for the role effectively
• Strong background in client and product administration
• Ability to deliver to tight deadlines
• Excellent problem solver and decision maker

Why us?

We’re a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.