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Financial Services



Type of Position: Paraplanner - Berkswell
Pay: £30k - £40k

Paraplanner - Berkswell

We are working with a client based in Berkswell looking for a Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely.



  • Support clients/advisers by researching and analysing clients’ requirements.
  • Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.
  • Deal effectively with queries from clients and other parties through effective communication.
  • Prepare client meeting files including any compliance required documentation.
  • Help clients better understand the full potential of products.
  • Provide client/adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders, DB schemes.
  • Provide support as required to all departments within the Practice, including the Management team.
  • Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards.
  • Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data.
  • Research and analyse financial products to meet client requirements and objectives.
  • Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports.
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.


  • Previous experience in operations management in a wealth management environment
  • Microsoft Word, Outlook
  • Client Relationship Management Software experience (ideally Salesforce would be an advantage)
  • Organised and tidy, with strong attention to detail
  • Confidently working with total discretion

Training on telephone and inhouse computer systems will be given.


If you are interested in applying for this position then please forward your CV to 

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