Paraplanner / Financial Planning Administrator

That Recruit
10 Mar 2018
08 Apr 2018
Contract Type
Full Time
Are you an ambitious and talented Financial Planning Administrator/Paraplanner, frustrated with lack of progress where you are?

Are you looking for a highly qualified, professional firm, which will appreciate your individual skills and welcome your contributions?

We have an established track record in developing ambitious people and delivering professional careers. Encouraging our enthusiastic team to gain CII Chartered status, together with delivering a varied and challenging practical experience, has contributed hugely to the impressive growth of our business since its inception nearly 16 years’ ago.

Educated to degree level, you will already be working in financial services, and you most definitely have a very strong interest in developing a well rewarded career in financial planning and wealth management.

Interested in finding out more?

Please apply immediately with a full cv and covering letter.

Your application will be treated in strictest confidence.


Your duties and training will include:

• Creating annual review reports for clients
• Liaising with clients and product providers
• Working closely with our Chartered Financial Planners to ensure clients are provided with outstanding financial planning solutions
• Processing and submitting applications onto platforms / product providers
• Assisting in the research, analysis and review of clients’ pensions and investment portfolios
• Writing suitability reports
• Providing ad-hoc research and administrative support
• Initiating ideas and directly contributing to improvements in the business


The successful candidate will have:

-At least 12 months’ financial services experience
-As a minimum, already hold, or have the desire to study for, the Diploma in Financial Planning
-Strong numeracy skills, including the ability to construct Excel spread sheets
-Experience of cash flow planning and ideally Voyant software
-Experience of Client Record Management Systems and ideally Intelliflo Intelligent Office (IO)
-More important, and above all, a 'can do' attitude to developing experience in the above

In addition you must:

-Be able to demonstrate a high level of analytical ability
-Possess good communication skills – both verbal and written
-Have a proactive and positive nature
-Be time focused and thorough, flexible and a natural forward planner
-Enjoy working amongst a team of likeminded individuals in a fast paced and varied environment

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