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Job Specification

Financial Services
East Sussex, West Sussex, Hybrid home working




Reports to: Paraplanning Manager


We’re looking for an experienced paraplanner to work alongside and together with other Financial Paraplanners and the Administration team to support our team of advisers and provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.


What will I be doing in the role?


  • Identify and collect any outstanding relevant quantitative information required to compile a financial report.
  • Liaise with product providers and other relevant third parties over the phone and via email to complete full investigations and product breakdown to support recommendations and to enable decision-making.
  • Prepare information/comparisons for analysis and further discussion with the Financial Adviser including illustrations, Critical Yield Calculations and Income calculations.
  • Organise and update relevant data using in-house database applications (excel spreadsheets, the CFR and access), helping to organise the technical task and workflow for the business.
  • Check all compliance paperwork is present on submission of reports.
  • Discuss and establish client objectives with the Financial Adviser(s).
  • Support the Financial Advisers in research and analysis to meet client needs and objectives, including the analysis of Client data and preparing cash flow analyses.
  • Complete strategy documents, suitability letters and reports that account for client’s circumstances and needs, informing and advising clients on financial strategies, plans and products.
  • Quality check the work of your colleagues as well as proof read your own reports and letters before submission, making any necessary amendments following feedback as well as pro-actively understanding these amendments and the reasoning behind them.
  • Provide technical support and qualified knowledge to Financial Advisers, Personal Assistants and the Administration team as well as other members of staff where required.
  • Ensure that all regulatory and compliance standards are met by maintaining your own knowledge and applying this to your research and reports.
  • Promote the profile of the business within the profession and wider communities.
  • Continuous professional development to meet regulatory requirements and personal development needs.
  • Generally help out with other office duties i.e. answer the telephone in a timely manner and deal with incoming enquiries by taking the appropriate action; meet and greet clients – arrange refreshments and catering when applicable; deal with incoming and outgoing post; maintain a comprehensive client filing system; maintain a smart and tidy office.


What do we look for in this role?


  • At least three years’ relevant experience within a financial services role, ideally in a financial planning practice environment, or working towards this experience as a Trainee Paraplanner
  • Qualified to Diploma Level within CII or working towards this qualification as a Trainee Paraplanner.
  • Excellent interpersonal skills, both oral and written.
  • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
  • Detailed and accurate in every aspect of the role.
  • Excellent report writing, problem solving and decision-making skills.
  • Good knowledge of Microsoft Office/IT skills.
  • Good planning and organisational skills, with the ability to organise and prioritise workloads.
  • Proactive and flexible in your approach to work and willing to go the extra mile.



Salary £35,000 - £45,000

DIS, Pension, 25 days holiday, great on site facilities, PMI and half day on Fridays

Speak to one of our consultants 0203 764 2350

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