Paraplanner - Calibre Candidates : Job Details

Are you an experienced Paraplanner looking to join a well-established independent financial planning company? We are seeking a skilled and knowledgeable Paraplanner to become a key part of our client’s team in the Newbury area. This role offers a fantastic opportunity to work closely with financial advisors, high-net-worth clients, and industry professionals, contributing directly to the delivery of exceptional financial planning services. This position is ideal for someone with a strong analytical mindset, excellent interpersonal skills, and a thorough understanding of the financial planning process. Excellent future career prospects.

Responsibilities

• Engaging with high-net-worth clients both over the phone and face-to-face in a friendly and professional manner
• Preparing detailed financial plans addressing clients’ needs, including shortfall analysis, wealth management, and contingency planning
• Compiling and analysing client information to support meeting preparation and advice delivery
• Ensuring client records are up-to-date on CRM systems and platforms in compliance with regulatory guidelines
• Producing accurate and comprehensive analysis, client reports, and suitability letters for Advisor  sign-off
• Managing investment and protection applications from submission to successful completion
• Reviewing and improving internal processes to enhance efficiency and client experience
• Keeping up to date with current legislation, regulatory changes, and FCA procedures  

Requirements

• Proven experience as a Paraplanner in a financial planning team
• Chartered Financial Planner status or similar qualifications 
• Strong analytical and numerical skills
• Excellent verbal and written communication skills with a professional demeanour
• Familiarity with financial planning software and CRM systems
• Own transport required

Apply now and take the next step in your career!

Recruitment Note Due to the volume of applications we receive, we regret that we may not respond to each applicant individually. If you do not hear from us within 5 days, please assume your application has been unsuccessful. However, we will keep your details on file and may contact you if a suitable opportunity arises in the future.