This role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions, protection, tax strategies, and investments to help deliver comprehensive, client-focused advice. The position suits a paraplanner with strong experience who can produce high-quality reports, understand complex client circumstances, and contribute to well-reasoned recommendations.
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Main Responsibilities
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Client Support
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Carry out detailed and accurate research based on client files, information gathered by the Financial Planner, and existing financial arrangements to help shape appropriate, outcome-focused recommendations.
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Perform calculations and cash-flow modelling where required to support the planning process.
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Produce tailored suitability reports and client documentation that reflect each client's objectives, risk tolerance, and personal circumstances including adjustments for vulnerable clients and help communicate the recommended course of action.
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Ensure all written materials are clear, compliant, and reflect high skilled standards.
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Prepare technical summaries and research notes to support client meetings and presentations.
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Identify potential areas for future planning opportunities and highlight these to the Financial Planner.
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Required Competencies
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Technical Expertise & Qualifications
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Proven background delivering a high-standard paraplanning service.
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Strong knowledge across investments, pensions, and protection along with exposure to more advanced planning scenarios.
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Educated to A Level/Higher (or equivalent).
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Level 4 Diploma in Regulated Financial Planning (or equivalent) is required.
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Willingness to progress toward the Advanced Diploma and Chartered status (desirable).
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Core Skills
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Exceptional client-service mindset.
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Strong communication and interpersonal abilities.
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Solid technical understanding of financial planning products.
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High level of numerical accuracy.
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Excellent attention to detail.
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Effective organisational and prioritisation abilities.
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Solid team-oriented working style
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