Paraplanner

Job Title: Paraplanner
Reporting to: Paul Wingham, Head of Paraplanning
Date of Issue: May 2025

This is a great opportunity for a qualified/part qualified paraplanner to progress your career with a well established and fast-growing company based from our Chester office. Building and maintaining a solid business support team is paramount to the business success and will enable us to continue to deliver an excellent quality of service to our growing client base and support to our financial advisers.

As a reward for your efforts, we will offer a competitive salary and benefits package along with opportunities for progression, support and training. After an initial training period, a hybrid model of working is implemented, with a with a mix of remote, in person and in office interactions dependent on the needs of the team, role and clients.

 

Role Objective

We are seeking a detail-oriented and analytical Paraplanner to join our team in Chester. In this role, you will work closely with financial advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients.

 

Duties & Responsibilities

• Conduct comprehensive financial analysis to assist in the development of financial plans.
• Gather and organize client financial information, including income, expenses, assets, and liabilities.
• Use financial planning software to model various scenarios and projections.
• Prepare and review investment proposals and reports for clients.
• Collaborate with advisors to develop and implement customized financial strategies.
• Stay abreast of industry trends, regulations, and changes in financial markets.
• Conduct research on financial products and investment opportunities.
• Ensure compliance with regulatory requirements and company policies.
• Maintain accurate and up-to-date client records.

 

Company Compliance

• Ensuring all tasks are carried out within FCA regulatory requirements.
• Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process.
• Recording all correspondence.
• Ensuring that all dealings with clients are of an appropriate and entirely factual nature.
• Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company.

Other

Undertake all other duties as reasonably required and directed.

 

Person Specification

Qualifications

To hold or be working towards the CII Level 4 Diploma. Desire to work towards Chartered status will be fully supported.

You will have a minimum of 5 GCSEs grades 9-4 (A*- C) or equivalent Maths and English.

Knowledge and experience

• Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable).
• Ability to perform basic tax calculations.
• Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.
• Ability to acquire, update and apply new skills and knowledge.
• Set own goals and want to deliver agreed targets.

 

Understanding of the Financial Planning process

• Good organisational skills: ability to work on own initiative; prioritising tasks and managing conflicting workloads; working to and meeting deadlines.
• Good interpersonal skills and ability to communicate effectively, both verbally and in writing.

 

IT Skills

• Competent IT skills, including Word, Excel and Outlook.
• Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes.

 

Financial Skills

• Ability to analyse financial issues and offer sound, reliable and professional advice.
• Ability to assess information, make comparisons and identify critical features.
• Ability to collate and present financial information.
• Ability to understand and analyse financial and non-financial data.

Personal Skills

• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
• Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business.
• Professional integrity: The strength of character to explain a professional point while having empathy with a customer.
• Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
• Flexibility: The flexibility for and commitment to continual service development and improvement.
• Be able to work within defined business processes.

 

This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.

If you are interested in learning more about this role or want to apply, please send your CV/Application to Paul Wingham, paul.wingham@shackletonadvisers.co.uk.