Provide recommendations, financial analysis, technical and research support to the Financial Planners to deliver excellent client service and outcomes
Act as a point of contact for clients and deal effectively with their queries
Prepare client files for review meetings and occasionally attend review meetings with Financial Planners
Conduct in-depth research and analysis to identify suitable solutions
Perform and present cashflow modelling scenarios to clients as required
Prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients
Speak to external companies to obtain information about existing and potential investments
Determine client objectives and priorities, together with understanding client attitudes to risk and capacity for loss
Prepare client files for review meetings and maintain these compliantly throughout the client advice journey
Work with honesty and integrity, disciplined in following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures that apply to your role
Share expertise and best practice with others and assist them with complex client matters
Carry out peer reviews
Dedicate time to meet continuous professional development requirements and maintain your product and technical knowledge.

Financial Services experience
Possess sound understanding of financial advice, FCA principles and regulatory standards with experience using a range of provider products, services and capabilities
Technical knowledge
Possess the Level 4 Diploma in Financial Planning
Methodical and organised – An ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues
Excellent writing skills – Skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise
Exemplary communication and relationship building skills – A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes
Passion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development
Great tech skills
Proficiency in Microsoft Office (with advanced Word/Excel skills) and a good working knowledge of different provider platforms.

30 days holiday plus public holidays
3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
Private medical insurance, 24/7 digital GP and health advice
Employee assistance programme providing support for your mental and physical health
Group pension scheme
Life assurance scheme
Eyecare vouchers
Enhanced family leave
Referral scheme

Financial Planning Technician – Paraplanner

Key skills