We are open to speaking with experienced Paraplanners based in the Cambridge area, as well as candidates seeking a fully remote opportunity within the UK.

The primary purpose of this role is to conduct technical research, prepare high-quality advice reports, support the ongoing training and development of the Paraplanning team, and play an active role in maintaining paraplanning tools, processes and reference materials.

We offer a flexible working environment, with the option of hybrid working for those based locally or fully remote working for the right candidate.

Responsibilities

• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
• Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.
• Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
• To ensure that the customer experience follows the Group’s defined standards and TCF is always maintained.  
• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role.
• Update workflow records to facilitate the production of accurate management information in a timely manner.
• Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow.
• Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.
• Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience.
• To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.
• To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.
• To obtain illustrations and Key Features documentation in support of recommendations to clients.
• Ensure technical knowledge and general industry knowledge is always maintained.
• Providing coaching, mentoring, or training support for Paraplanners
• Being a model of excellence and Group process adherence
• Proactively identify opportunities to improve paraplanning process

Critical Skills

• Excellent written and oral communication skills.
• Methodical and highly organised.
• Accurate with good attention to detail.
• Complex problem solving.
• Coaching and mentoring.
• Ability to liaise with colleagues in an articulate and pleasant manner.
• High degree of numeracy.
• Enthusiasm.
• Accuracy.
• Ability to work under pressure and manage own workload.
• Ability to work as part of a team and to learn new skills/knowledge.
• Excellent standard of written and verbal communication
• Good decision-making skills
• Analytical mind and excellent attention to detail
• Excellent time management skills with an ability to work to deadlines

Experience Required

• 1+ years’ experience in a Paraplanning role in a similar environment
• Level 4 Diploma in Financial Planning
• Experience of working with IT systems that support this service
• High level of technical knowledge across the full range of advice
• High-level understanding of FCA COB rules