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 mortgage advisors by preparing comprehensive reports, conducting analysis, and ensuring all client documentation aligns with regulatory standards. Your expertise will help deliver exceptional service to clients, streamline planning processes, and contribute to the overall success of our advisory team. This position offers an exciting opportunity for someone passionate about financial planning and eager to develop their career in a fast-paced, client-focused environment.
Responsibilities
- Prepare detailed reports and documentation to support financial planning strategies and recommendations
- Conduct thorough analysis of client data, client files, and financial information to inform planning decisions
- Assist in the creation and maintenance of research tailored to individual client needs
- Communicate effectively with clients, advisors, introducers and lenders to gather information and clarify requirements
- Organise and manage client files, ensuring all records are accurate, complete, and compliant with industry regulations
- Use Microsoft Office tools such as Word, Excel, Outlook to draft reports, schedule meetings, and maintain correspondence
- Support the team with administrative tasks including scheduling appointments, managing deadlines, and handling client enquiries
Skills
- Strong report writing skills with the ability to produce clear, concise documentation
- Excellent analysis skills to interpret complex financial data accurately
- Knowledge of financial services industry practices and regulations
- Outstanding communication skills for effective client interaction and team collaboration
- Solid understanding of mortgages & protection principles and processes
- Exceptional organisational skills to manage multiple tasks efficiently in a fast-paced environment
- Proficiency in Microsoft Office Suite: Word, Excel, Outlook; familiarity with IT systems used in financial services is a plus
- Customer service orientation with a professional approach to client engagement
- Effective time management skills to prioritise tasks and meet deadlines consistently
- Previous administrative experience within a financial or professional services setting is advantageous
- CeMAP qualified ideally, but would consider applicants without but has experience.
This role is ideal for motivated individuals eager to grow their expertise in financial planning while providing outstanding support that enhances client satisfaction. Join us in delivering expert advice with energy and precision!
Pay: £26,000.00-£30,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
Work Location: Hybrid remote in Ashtead KT21 1LD
