Informed Choice is a long-established, independent financial advisory firm, and we pride ourselves on putting our clients’ interests at the heart of everything we do.
We are currently seeking a skilled and experienced Paraplanner to join our team.
In this role, you will be instrumental in supporting our Financial Planners in delivering high-quality advice and ensuring the smooth implementation of recommendations.
What You’ll Do
As a Paraplanner, your key responsibilities will include maintaining accurate client files and preparing recommendations and cash flow forecasts as part of a comprehensive Financial Plan.
You will play a crucial role in supporting the Financial Planner by providing detailed analysis of financial information, creating forecasts based on income, expenditure, assets, and liabilities.
Your ability to identify planning opportunities and conduct thorough research will ensure that you can provide technically accurate recommendations.
Your role will also involve drafting recommendation reports and letters that will be reviewed and approved by the Financial Planner.
You will be responsible for completing application forms when required and ensuring that all compliance paperwork is in order.
Effective communication will be vital in dealing with queries from clients and colleagues.
Additionally, you may attend client meetings alongside the Financial Planner and assist in reviewing investment portfolios, asset allocation, and risk levels to ensure that our clients receive the best possible advice.
What We’re Looking For
To succeed in this role, you should have proven experience as a Paraplanner or in a similar position, with a background in financial analysis and research.
You must be capable of analysing complex financial information while ensuring full compliance with relevant regulations.
Strong proficiency in MS Office, cash flow forecasting tools, and CRM systems is essential.
We are looking for someone who has a keen eye for detail, excellent mathematical skills, and a strong work ethic.
Outstanding written communication skills are crucial, as you will be drafting important documents and communicating regularly with both colleagues and clients.
A minimum of a Level 3 Certificate in Financial Planning is required for this role, and having a Level 4 Diploma or higher would be considered an advantage.
What We Offer
At Informed Choice, we believe that a healthy work-life balance is key to maintaining a productive and motivated team. That’s why we offer a full-time role over a four-day working week, allowing you to achieve more in less time.
We also embrace hybrid working arrangements, so whether you prefer working from home or in the office, as long as you meet your objectives, we are flexible.
In addition to the four-day week and hybrid working options, we offer a range of benefits, including a staff pension scheme, income protection, Death in Service cover, private healthcare, and a discretionary profit share bonus scheme.
We are committed to the well-being and professional growth of our staff, and this role provides a fantastic opportunity to be part of a supportive and forward-thinking company.
If you are detail-oriented, ethical, and passionate about financial planning, we would love to hear from you.
Apply today to become a valued member of the Informed Choice team!
