Plus One Personnel
30000.00 GBP Annual
06 Aug 2017
30 Aug 2017
Contract Type

Title: Paraplanner

Hours: Full Time (Monday to Friday 9am - 5pm)

Salary: GBP30,000pa - GBP40,000pa

Our client is a fast growing, nationwide wealth management firm who pride themselves on the rewarding experience they offer to their clients in order to support them in achieving their financial goals. The business is now looking to expand their team based in Rugby by recruiting a proactive, analytical Paraplanner with exemplary people skills. The purpose of this role is to support clients by reviewing and analysing financial plans that will best benefit those individuals. You will be supported by a dynamic and committed administration team so you are able to focus on the experience your clients receive.

This role requires a Level 4 Diploma in Financial Planning, with several years' experience as Paraplanner. In return, my client can offer you genuine career progression opportunities and a comprehensive benefits package.


  • Check all compliance paperwork is present
  • Confirm client risk profile is determined
  • Discuss client objectives
  • Compile draft net worth statements
  • Implementing and preparing recommendations
  • Identify areas for planning
  • Undertake research to identify suitable solutions to meet the client's needs
  • Prepare information and comparisons for analysis
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports
  • Prepare suitability letters
  • Make changes to clients' investments as instructed
  • Implement the chosen investment strategies
  • Act as main point of contact and deal effectively with queries from clients
  • Establish and build strong relationships with clients
  • Organise future planning meetings
  • Review investment portfolio

Skills & Experience:

  • Level 4 Diploma in Financial Planning
  • Ideally 3 years' experience in a Paraplanning role
  • Excellent communication and inter-personal skills with a drive to deliver a high level of customer service
  • Strong analytical capability

If you are interested in the above role then please apply with your CV or phone Joanna Middleton on for a private and confidential discussion.