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Junior Paraplanner – Bath

  • Shortlist
Location Bath , Somerset
Sector Financial Services
Salary £30,000 - £35,000 Per Annum
Type Permanent
Consultant Alex Russon
Ref 70092

Are you a Paraplanner that is looking for that next step? Are you looking to build you technical knowledge up with a range of cases in an IFA firm?

In this role you will work with leading IFA's producing financial reports that are compliant with company and FCA policy.

Ideally you will be in a similar role with the Level 4 Diploma or close to attaining it.


Key Responsibilities & Main Tasks

Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners

Preparation of client review paperwork to include fund and product research using appropriate financial systems

Compilation of financial cashflow forecast

Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown analysis, existing policy analysis and portfolios

Liaise with Product Providers / Third Parties regarding any technical queries

Review asset allocation for any Platform based holdings

Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio

Attend client meetings with the Financial Planners, as required

Preparation of required suitability reports, including solution design in conjunction with the Financial Planner

Obtain key features documents, factsheets, illustrations and Exchange quotes through appropriate source

Ensure effective communication between Financial Planner, Technical Support and PA to ensure a continued professional service is provided to clients at all times

Comply with compliance procedures, TCF, Data Protection and FSA Regulations at all times to ensure regulatory requirements


Experience and Skills:

Previous experience of working in similar role within financial services

Practical application of technical financial knowledge within career

Previous data research and report writing experience within financial services

Working towards the Level 4 Diploma in Financial Planning

Good understanding of the Financial Planning process


Synonyms: Paraplanner

*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner


If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career