Paraplanner part-time or full-time

Cathedral Appointments Ltd
£25,000 - £29,999
30 Oct 2018
11 Nov 2018
Contract Type
Part Time
To assist Advisers in completing research, preparing reports, reviewing portfolios and other administrative and technical tasks involved in financial planning.


Once in receipt of a completed ‘factfind’, collate all the relevant quantitative detailed information required to compile a financial services report.

Check all paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements.

Discuss the client’s needs and objectives with the relevant adviser.

Undertake research to identify suitable solutions to meet the client’s needs and objectives.

* Prepare suitability reports in accordance with the agreed recommendations.

* Complete application / proposal forms.

* Ensure all compliance paperwork is in order.

* If relevant, act on any changes made by the client.

* Implement the chosen / agreed investment strategies.

* Act as main point of contact and deal effectively with queries from clients and other parties.

* Establish and build strong relationships with clients.

* If required, attend client meetings with adviser.

* Organise future planning meetings with clients, in accordance with agree timescales.

* Review investment portfolio, asset allocation, risk profile etc.


* Excellent inter-personal skills, both written and verbal.

* Excellent report writing skills.

* Accurate with good attention to detail.

* Time management.

* Broad knowledge of the financial services sector.

* Appropriate formal qualifications desirable but flexibility to support exam study to Diploma level 4 if you are considering this option.

* Keep up-to-date with new product, technical or legislative changes within the marketplace.

* Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures.

* To ensure that the firm’s clients are treated fairly at all times.

* To work as part of a team alongside the firm’s advisers and administrators to provide clients with a professional ongoing financial planning service.

Summary/Closing paragraph

Fantastic opportunity to join a wealth management business within their supportive paraplanning team. Flexibility on qualification and happy to support toward level 4. Could be avenue to work towards Financial Advisor role in the longer term. Excellent benefits and hours. Option for part-time considered.

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