Paraplanner

Paraplanner

• Location: Office-based, Kettering
• Job Type: Full-time
• Salary: up to £45k

We are seeking a professional Paraplanner to support the Managing Director and a team of Advisers in our Investments & Pensions department. This role is crucial for servicing all aspects of client work with precision and expertise.

• Respond promptly to all communications.
• Create discussion documents and suitability reports.
• Conduct thorough market research using relevant tools to ensure clients receive the best advice.
• Contribute to and follow the Company Central Investment Proposition.
• Prepare and organise technical paperwork for client meetings, adhering to company guidelines and meeting all deadlines.
• Ensure all client presentation materials are prepared and ready.
• Maintain regular communication with providers, advisers, clients, and administrators to ensure smooth business transactions.
• Keep registers and logs up-to-date and reviewed regularly.
• Address client issues effectively, leading to satisfactory resolutions.
• Stay informed on legislative changes by attending seminars and meetings relevant to Paraplanning.
• Communicate compliance matters with colleagues and ensure all compliance procedures are followed.
• Update colleagues on key technical material changes in a timely manner.
• Assist in producing invoices and other administrative tasks as requested by the Management Team.
• Participate in seminars and events organised by the company.

• Proficiency in Microsoft Office (Word, Excel).
• Experience with Intelligent Office Database or similar is advantageous.
• Familiarity with financial planning tools such as Cashcalc, FE Analytics, Selectapension, Synaptics, Dynamic Planner.
• Excellent communication skills across various platforms (telephone, face-to-face, email).
• Strong organisational skills including time management and prioritisation.
• Ability to work independently and as part of a team.
• Critical analytical and decision-making skills.
• Previous industry experience is essential.
• Diploma qualification is preferred but not mandatory.

• Competitive salary and benefits package.
• Opportunities for professional development and training.
• Involvement in company-organised events and seminars.

To apply for the Paraplanner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.