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Paraplanning Professional

2 months ago

Uckfield, East Sussex, United Kingdom Stonewood Wealth and Investments Limited Full time
Job Description

We are seeking a highly skilled and experienced Financial Paraplanner to join our team at Stonewood Wealth and Investments Limited. As a key member of our paraplanning team, you will play a vital role in supporting our financial planners in delivering high-quality financial planning services to our clients.

Key Responsibilities
  • Financial Planner Support: Provide support to our financial planners in completing non-client facing tasks related to the preparation and administration of recommendations.
  • Client Needs Review: Work closely with our financial planners to review client information from fact finds, meeting notes, and existing records to gain a comprehensive understanding of the client profile, needs, and objectives.
  • Financial Planning: Collaborate with our financial planners to construct high-quality financial plans for clients in a timely manner, ensuring accuracy, compliance, and adherence to industry regulations and internal standards.
  • Quality Assurance: Ensure client files contain all required documentation to demonstrate compliance and suitability of advice.
  • Cashflow Modelling: Prepare lifetime cashflow modelling to develop the client's holistic financial plan.
  • Teamwork: Work closely with and provide support to our financial planners and other members of the paraplanning team.
Requirements
  • Financial Planning Knowledge: Possess good product and solutions knowledge from across the market, including pensions, investments, inheritance tax planning, and protection.
  • Regulatory Knowledge: Have a good understanding of UK financial regulations and compliance requirements.
  • Qualifications: Be qualified to level 4 Diploma in Financial Planning.
  • Skills: Proficiency in navigating and utilizing financial planning software and tools, good IT skills, and a commitment to continued professional development.
What We Offer
  • Competitive Salary: A competitive salary and a comprehensive benefits package.
  • Flexible Working: A flexible approach to hybrid working.
  • Wellbeing Offering: An excellent wellbeing offering to support your physical, mental, and financial health.