Paraplanning Expert Wanted

8 hours ago


Worcester, Worcestershire, United Kingdom Headturner Search Full time

We are seeking a skilled Paraplanning expert to join our client's dynamic financial services business in Worcester.

The successful candidate will be responsible for assisting the technical department in delivering outstanding client outcomes, business objectives, and regulatory obligations. Key responsibilities include:

  1. Preparing review packs for client meetings
  2. Writing client reports and recommendations letters
  3. Preparing advice packs and application/nomination forms
  4. Submitting Requests for Information to providers
  5. Cashflow planning
  6. Research using various available tools

To succeed in this role, you will need:

  • A minimum of 2 years paraplanning/technical report writing financial services experience
  • An understanding of relevant regulation and legislation
  • An understanding of investment, retirement, and protection products and attitude to risk
  • Excellent oral and written communication skills and time management abilities
  • Experience working with Microsoft Word, Excel, and Outlook

The estimated salary for this position is £40,000 - £55,000 per annum, depending on experience.

Our company offers a range of benefits, including:

  • 25 days paid holiday plus birthday and bank holidays
  • Matched pension contribution up to 4% earnings with Royal London
  • Annual discretionary bonus
  • GBP50k Critical Illness Cover
  • 4 x Death in Service
  • Private medical Insurance
  • Additional support for training and development


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