Paraplanner

About the Opportunity

Join a well-established Independent Financial Advice (IFA) practice based in Kimbolton, Cambridgeshire, known for its long-standing client relationships and a personalized approach to financial planning. This role offers the chance to work in a supportive, collaborative environment with a close-knit team to help deliver tailored, high-quality financial planning solutions while enhancing your technical skills.

Key Responsibilities

• Perform comprehensive research across the entire market to pinpoint appropriate financial planning solutions.
• Analyze client information and interpret data provided by Financial Advisers.
• Draft suitability reports and recommendation letters tailored to client needs.
• Create quotations and technical illustrations utilizing industry-standard research tools.
• Manage new business applications, tracking cases through to successful completion.
• Request and obtain missing information from clients and providers as necessary.
• Ensure all activities conform to FCA regulations and internal compliance standards.
• Stay updated on changes in products, legislation, and regulatory frameworks.
• Assist advisers in delivering outstanding client experiences.

Candidate Profile

• Proven experience in paraplanning or technical support within an IFA environment.
• Solid understanding of financial planning products and whole-of-market research methodologies.
• Experience preparing suitability reports and handling new business processes.
• Familiarity with FCA compliance and regulatory requirements.
• Excellent organizational skills and meticulous attention to detail.
• Strong communication skills paired with a proactive, professional demeanor.
• Preferably Level 4 Diploma qualified or actively working towards this qualification.

Additional Details

• Location: Kimbolton, Cambridgeshire, United Kingdom.
• Permanent full-time position.
• Salary range: £42,000 to £50,000 per annum.
• Job Reference Number: 90791.