Paraplanner - Fairview Financial Management Ltd : Job Details

Are you a paraplanner looking for your next adventure? At Fairview Financial Management, we’re on the hunt for a passionate and dedicated paraplanner to join our friendly team in Rayleigh.

About Us:

We’re a small, but growing independent financial planning firm based in Rayleigh, Essex. We have a smart office located in the high street and work with families across the county, mainly face-to-face, helping them make the most of their money to live better lives.

Our advice is driven by proper financial planning, with the firm belief that the solutions we recommend are purely tools in the bag to help get the outcomes our clients are looking for.

We also have a growing mortgage and protection advice side to the business that follows the same ethos.

What You’ll Do:

We believe that everybody should play in their best position. This is a true paraplanning role where you’ll own the recommendation and advice process. There’s a dedicated in-house administrator for you to delegate to, which will leave you free to focus on what you do best.

• Work alongside our financial advisers to create comprehensive financial plans
• Prepare and produce detailed reports and recommendations for clients
• Conduct research on financial products and services to ensure we’re offering the most suitable solutions
• Assist with client communication and ensure that all documentation is up to date
• Contribute to the continuous improvement of our processes

What We’re Looking For:

• Previous experience as a paraplanner, ideally 2 years+
• Level 4 Diploma in Financial Planning (or equivalent)
• Strong attention to detail and excellent organisational skills
• Great communication skills - we want someone who can explain complex ideas in a friendly and straightforward way and who isn’t afraid to challenge and put forward their ideas
• A team player who is eager to learn and grow

We’d Love It If You Have Experience Using:

• FE Analytics
• Selectapension
• Voyant
• Aviva, 7IM, Royal London & Prudential platforms
• 2plan backoffice
• The Exchange
• Xplan Mortgage

Why Join Us?

• Competitive salary and benefits package
• A warm and welcoming team culture
• Opportunities for professional development, exams and training - sit in and get involved in client meetings (if you want!) and potentially move into a servicing adviser role in the future (again…if you want!).
• A chance to make a real difference in our clients’ lives
• Potential for flexibility over working hours, some working from home or even part-time eg. 4 days a week.

If you’re ready to take the next step in your career with a team that truly values your input and growth, we’d love to hear from you!