Paraplanner | Route to Adviser

Paraplanner | Defined Route to Adviser

Are you an ambitious Paraplanner, seeking to start their journey as an Adviser?

Do you want to work with HNW clients?

Are you interested in a firm that has its own DFM team, providing truly bespoke advice?

Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Paraplanner, seeking a fast-track route to becoming a Financial Planner.

Joining the business as a Paraplanner, you will be working closely with the Advisors and attending meetings, where you will be introduced to new and existing clients, enabling you to start buildingrelationshipswiththemtounderstandthekeyskillsrequiredtobecomeahighcalibre Financial Planner.

The business works collaboratively as a team and this role offers full support and guidance to ensure you become a trusted Financial Planner, capable of attending client meetings to secure new clients, as well as, managing clients that are handed to you.

Responsibilities

• Assist Financial Advisers in managing clients' planning needs and solutions, including assessing and researching options and solutions


• Be an additional point of contact when the Advisers are not available and develop relationships of trust with the clients, managing all client-related enquiries in a timely manner


• Attend client meetings with the Financial Planners


• Draft and present detailed financial reports, including suitability letters, transfer recommendations, and product illustrations


• Deal with insurance/investment companies, as required, to obtain client policy information or new illustrations and product information.

Knowledge

• 2+yearspostqualifiedrelevantexperience


• Strong all round technical knowledge of financial planning principles, investment products, pension transfers and taxation and client suitability


• Understanding of FCA regulations and compliance related to financial advice


• Proficiency in drafting and presenting detailed financial reports


• Maintain and update your knowledge through continual professional development (CPD)and examinations, where suitable.

Qualifications

• A University degree, with a minimum or 2:1


• Level 4Diplomain Regulated Financial Planning or CISI Investment Advice Diploma


• Adhere to the T&C scheme to ensure regulatory compliance


• Strong organisational and time management abilities and proficiency at multi-tasking


• Highly numerate, with the ability to analyse financial data and provide insights


• Meticulous when it comes to attention to detail with a strong focus on accuracy and compliance


• Professional, presentable and motivated self-starter