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Paraplanner
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Paraplanner – ProgenyThe Paraplanner is an integral member of the Paraplanning Centre of Excellence, delivering outstanding client experience. Working closely with the Paraplanning team, Client Executives, and Financial Planners, you will play a key role in making a meaningful impact on our clients’ financial futures by assisting in the delivery of bespoke financial planning solutions.In this role you will produce compliant, high‑quality, detailed suitability letters and reports, propose and implement recommendations, and collaborate with Financial Planners to clarify goals and objectives to ensure plans align with clients’ aspirations.With a client‑focused mindset you will support client review meetings, develop good rapport with clients, and enhance the overall client experience.Requirements include 3+ years of paraplanning experience and a Level 4 Diploma in Financial Planning. Strong technical knowledge, FCA principles and regulatory standards are essential.LocationThis role will be based in our Marlow office. We operate hybrid working, enabling a balance between home and office.What you will be doingResearch and analyse suitable solutions; present cash‑flow modelling scenarios to clients.Prepare suitability letters, annual review reports, new‑business reports, tax calculations and financial plans.Communicate with external providers to obtain information about existing and potential investments.Determine client objectives, priorities and risk capacity.Maintain client files, ensuring compliant documentation throughout the advice journey.Adhere to FCA principles, demonstrating integrity and compliance with relevant regulations.Share expertise and best practice with Senior Client Executives and assist with complex client matters; carry out peer reviews.Commit to continuous professional development, keeping technical and product knowledge current.About YouFinancial services experience with a sound understanding of financial products, FCA principles and regulatory standards.Advanced Microsoft Office skills (Word, Excel) and good knowledge of provider platforms.Methodical, organised and able to work autonomously, managing workload to produce thorough client work.Excellent writing skills for compiling suitability reports and other documentation.Strong communication and relationship‑building skills; collaborative approach with Financial Planners and other colleagues.Passionate about sharing knowledge, coaching colleagues and supporting their development.Benefits30 days holiday plus public holidays.3 days of celebratory leave.Private medical insurance, 24/7 digital GP and health advice.Employee assistance programme for mental and physical health.Group pension scheme.Life assurance scheme.Eyecare vouchers.Enhanced family leave.Referral scheme.We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible. #J-18808-Ljbffr
