Paraplanner

Paraplanner

Paraplanner

Service Care Solutions - Legal

Reed

Huntingdon, Cambridgeshire

2 hours ago

No application

About

ParaplannerLocation: HuntingdonContract: Permanent Salary: £35,000 - £40,000 per annum Start Date: Flexible Contact: .uk Hybrid Working Job DescriptionWe are recruiting for an experienced Paraplanner to join a professional and client-focused financial planning firm. Reporting to the Office Manager, the Paraplanner will play a key role in delivering a first-class support service to both Advisers and clients.This role requires a proactive individual who can coordinate their workload effectively, provide high-quality paraplanning and administrative support, and contribute positively to the wider business. You will work closely with Advisers to ensure advice is robust, compliant, and aligned to client objectives.Key Responsibilities Analyse client data and use research tools to develop appropriate financial planning solutions.Research whole-of-market products and maintain accurate supporting research records.Interpret information gathered by Advisers during client meetings.Obtain outstanding information required to progress advice or applications.Prepare quotes and illustrations using available tools.Construct suitability letters in line with compliance requirements.Process new business applications efficiently and accurately.Ensure all work is completed in accordance with internal compliance procedures and regulatory requirements. Maintain provider online access and monitor system usage.Maintain awareness of retainer client service levels.Keep up to date with product, legislative, and technical changes.Maintain an accurate Training & Competence (T&C) record. CandidateCriteria Level 4 Diploma in Financial Planning (or equivalent).Proven experience working in a