Paraplanner – IFA/Wealth management

Published: 8th January 2020
Job Type
Financial Planning
40,000 - 50,000


Our client is seeking to recruit an experienced Paraplanner, due to expansion, to aid their financial advisers.  They are a well established firm of financial planners who offer a whole of market financial planning service to their clients.

This is an excellent opportunity for an experienced and qualified Paraplanner to become actively involved in a successful business whilst continuing to develop their career.


Role overview and purpose

Working as part of a lively and friendly client support team, you will be responsible for providing full paraplanning services to our Financial Planners.


Key activities and tasks

Researching product options

  • Using company in-house and external software to research the market for the most appropriate product for the client and saving all research to the ‘Volume’ filing system
  • Discussing research with Financial Planners and Compliance


Creating client suitability reports  

  • Using company templates to create suitability reports and updating of templates

as necessary

  • Presenting suitability reports to Financial Planners
  • Ensuring suitability reports are compliant


Analysing clients’ existing products

  • Entering details on to ‘Financial Express’ and company analysis software and saving all analysis to the ‘Volume’ filing system
  • Providing a summary of analysis to Financial Planners and Compliance


Creating new business paperwork

  • Uploading details on to platform provider accounts, printing out applications and literature
  • Completing money laundering checks
  • Ensuring company compliance document is correct and complete
  • Submitting cases to compliance (post client signature)


Producing ‘Voyant’ reports  

  • Inputting data into ‘Voyant’,
  • Updating ‘Voyant’ post meetings
  • Producing ‘Voyant’ reports


Required qualifications and skills

  • CII Diploma level qualified essential
  • Knowledge of Word, Excel, Outlook, ‘1st ’ software and fully IT literate
  • High level of technical knowledge
  • Attention to detail, thoroughness and accuracy
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure
  • Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
  • Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player


Desired qualifications and skills

  • Knowledge of ‘Voyant’ financial planning software
  • Knowledge of ‘Fastrak’
  • Knowledge of ‘Selecta pension’ analysis system


Salary and benefits

  • Base salary up to £50,000 commensurate with education and experience
  • 20 days holiday per annum plus public holidays.  Plus an additional day for every completed year - up to 5 years
  • 3% non contributory pension scheme subject to auto enrolment rules
  • Income Protection
  • Death in service of 4 x salary
  • Private Medical Insurance


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