We are currently recruiting for a Financial Planning practice in Norwich who are looking to recruit a Paraplanner to join their team.

As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms’ Partners who between them have over 50 years’ experience.

Their approach, together with a loyal client base and a talented team, makes being a Paraplanner at this company a great opportunity for someone who shares the same ethos.

Overview

To support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients.

A Day in the Life of a Paraplanner

• Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

About You
You will need:

• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
• Four years industry experience – preferable
• Excellent administrative, research, report writing and communication skills
• Excellent analytical skills with a preference for working in a structured, planned manner
• Ongoing self-development to maintain appropriate level of CPD for role