Job Overview
We are seeking a proactive and detail-oriented Paraplanner to join our dynamic financial services team. In this vital role, you will support financial advisors by preparing comprehensive reports, analyzing client data, and ensuring all planning documentation aligns with regulatory standards. Your expertise will help deliver exceptional service to clients, streamline administrative processes, and contribute to the overall success of our financial planning operations. This position offers an exciting opportunity for individuals passionate about finance, organization, and delivering outstanding customer service in a fast-paced environment.
This role offers the opportunity to progress to an IFA position with future equity in a growing company for the right candidate.
Will consider a trainee position.
Duties
- Prepare detailed financial reports and analysis documents to support client planning strategies
- Assist in the development and review of financial plans, ensuring accuracy and compliance with industry regulations
- Manage client data using Microsoft Office tools such as Word, Excel, and Outlook to maintain organized records
- Communicate effectively with clients and team members to gather necessary information and clarify plan details
- Support the creation of presentation materials and documentation for client meetings
- Conduct research on financial products and market trends to inform planning recommendations
- Maintain high standards of customer service by responding promptly to client inquiries and providing clear explanations of financial concepts
Experience
- Previous experience in a financial services environment or administrative role supporting financial planners or advisors
- Strong report writing skills with the ability to analyze complex data sets accurately
- Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and IT systems relevant to financial planning software
- Excellent communication skills—both verbal and written—to effectively liaise with clients and team members
- Demonstrated organizational skills with the ability to manage multiple tasks efficiently under tight deadlines
- Knowledge of financial planning principles, products, and regulatory requirements is highly desirable
- Experience in customer service roles that require attention to detail and professional interaction
Join us if you're eager to develop your career within a vibrant team dedicated to delivering top-tier financial advice. We value energetic professionals who thrive on organization, analysis, and helping clients achieve their financial goals!
Pay: £47,000.00 per year
Experience:
- Administrative/paraplanner: 1 year (preferred)
- Microsoft Office: 1 year (required)
Work authorisation:
- United Kingdom (required)
Location:
- Darlington, Durham (preferred)
Work Location: In person
