Paraplanner (12-Month FTC) – Impactful Financial Advice

Ascot Lloyd Group; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advice firm in the UK is seeking an experienced Paraplanner for a 12-month fixed-term contract. In this full-time role, you'll support financial advisers by providing high-quality client advice through research and analysis. The ideal candidate will have a Financial Planning Diploma and strong experience in paraplanning. You'll work within a dynamic team, upholding high standards of client care and compliance while enjoying a competitive salary and benefits package.

Benefits

Competitive salary and benefits

Collaborative team environment

Opportunity for client impact

Qualifications

• Experience with regulatory standards and adherence to integrity.
• Ability to personalize suitability reports.
• Understanding of centralised investment propositions.

Responsibilities

• Review client needs via fact finds and risk profiles.
• Conduct detailed research and analysis.
• Prepare pre-meeting documents and compliance reports.

Skills

Proven experience in an end-to-end paraplanning role

Excellent communication skills

Strong attention to detail

Proficiency in MS Office

Education

Financial Planning Diploma (or equivalent)

Tools

Selectapension

FE Analytics

Iress/Exchange

Voyant/FinCalc

Dynamic Planner

Job description

A leading financial advice firm in the UK is seeking an experienced Paraplanner for a 12-month fixed-term contract. In this full-time role, you'll support financial advisers by providing high-quality client advice through research and analysis. The ideal candidate will have a Financial Planning Diploma and strong experience in paraplanning. You'll work within a dynamic team, upholding high standards of client care and compliance while enjoying a competitive salary and benefits package.