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Financial Planning Associate

3 months ago

Market Harborough, United Kingdom Vanilla Recruitment (UK) Ltd Full time

Vanilla Recruitment (UK) Ltd is representing a distinguished and well-established Independent Financial Advisory (IFA) firm that is in search of a proficient and certified Financial Planning Associate to become a vital member of their compact team.


This role presents a remarkable opportunity for an individual to significantly contribute to the expansion of an organization that specializes in delivering all-encompassing wealth management services to affluent individuals and corporate clients.


The ideal candidate will demonstrate a robust technical foundation, possess exceptional attention to detail, and exhibit a proactive mindset towards resolving challenges. This position offers the chance to gain invaluable experience with a variety of intricate financial planning scenarios.



What to anticipate:
£40,000 - £50,000
20 days of annual leave plus bank holidays
Nest Pension Scheme
AXA Healthcare (after 6 months)
Complimentary car parking
This role is office-based.

Key Responsibilities:
1. Drafting suitability reports, including the preparation of illustrations and application documentation.
2. Ensuring that all business applications are processed accurately and efficiently, adhering to compliance standards.
3. Conducting fund switches and rebalances accurately and within the designated company timelines.
4. Sending letters of authority and collecting precise information.
5. Inputting and maintaining accurate client records on the back-office system, platform, and other IT systems.
6. Preparing client review packages, including valuations and supporting documentation.
7. Recording and, where necessary, implementing agreed actions in collaboration with the Financial Adviser.

Required Skills and Experience:
1. Completion of a Diploma in Paraplanning (DipPP) or (DipPFS) for advisors transitioning into a Paraplanner role.
2. Prior experience in Paraplanning within a financial services environment.
3. Familiarity with online financial platforms.
4. Comprehensive understanding of compliance regulations.
5. Proficient working knowledge of Microsoft Excel (including Pivot tables and VLOOKUPs) and Word.
6. Excellent analytical, organizational, and prioritization skills.