About the role
The Paraplanner is an integral member of the Paraplanning in delivering outstanding client experience. Working closely with the Paraplanning team, Client Executives, and Financial Planners, you will be key to making a meaningful impact on our clients’ financial futures by assisting in the delivery of bespoke financial planning solutions.
In this role, you will be required to produce compliant, high quality, detailed suitability letters and reports. You will propose and implement recommendations, collaborating with Financial Planners to clarify goals and objectives to ensure plans are aligned with the aspirations of the client.
Possessing a client-focused mindset, you will embrace the opportunity to support client review meetings where appropriate. You will develop good rapport with clients in meetings and through other forms of communication, supporting and enhancing the overall client experience.
The role requires a minimum of three days' office attendance per week, with office days agreed based on team priorities and the requirements of the Financial Planners supported. This helps foster collaboration, build strong working relationships, and deliver excellent client service.
Key responsibilities will include:
- Research and analysis: conduct in-depth research and analysis to identify suitable solutions. Perform and present cashflow modelling scenarios to clients as required.
- Technical work: prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients.
- Liaising with providers: speak to external companies to obtain information about existing and potential investments.
- Client requirements: determine client objectives and priorities, together with understanding client attitudes to risk and capacity for loss.
- Managing documentation: prepare client files for review meetings and maintain these compliantly throughout the client advice journey.
- Compliance and regulation: Working with honesty and integrity, you will be disciplined in following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures that apply to your role and conduct of the business.
- Supporting the team: share expertise and best practice with Senior Client Executives and assist
them with complex client matters. Carry out peer reviews. - Technical knowledge: dedicate time to meet continuous professional development requirements and maintaining
your product and technical knowledge.
Our ideal person
- 2+ years' paraplanning experience, holding a Certificate in Financial Services and a minimum of two RO qualifications (RO2-RO6).
- Strong technical knowledge of financial products, FCA principles and regulatory standards, with the ability to produce detailed, accurate and compliant client reports.
- Highly analytical, with a keen eye for detail and the ability to deliver evidence-based recommendations and high-quality work.
- Proficient in Microsoft Office, particularly Word and Excel, with a good working knowledge of provider platforms.
- Organised and proactive, able to manage workload effectively, maintain accurate records and consistently meet KPIs and SLAs.
- Excellent written and verbal communication skills, with the ability to produce clear client documentation and build strong working relationships.
- A collaborative team player who enjoys working closely with Financial Planners, Client Executives and Paraplanning colleagues to deliver an exceptional client experience.
- Committed to continuous professional development, sharing knowledge, coaching others and contributing to ongoing improvement across the team.
Desirable criteria
Holding or working towards a Diploma in Financial Planning is advantageous.
Development opportunities
- Different career paths and growth opportunities available either within the Paraplanning, the Strategic Operations team or by joining the academy to accelerate your career towards becoming a Financial Planner
- Opportunities to further develop technical expertise and application
- Receive coaching and development as part of your role
- Work towards your Diploma or Advanced Diploma in Financial Planning, with professional study support available to help you achieve your goals
- Work with diverse and passionate colleagues, sharing and learning knowledge
Skills Required
- At least 2 years of paraplanning experience
- Certificate in Financial Services
- Minimum of two RO qualifications from RO2 to RO6
- Strong technical knowledge of financial products, FCA principles, and regulatory standards
- Ability to produce detailed, accurate, and compliant client reports
- Strong analytical skills and attention to detail
- Proficiency in Microsoft Office, particularly Word and Excel
- Working knowledge of provider platforms
- Ability to manage workloads, maintain accurate records, and meet KPIs and SLAs
- Excellent written and verbal communication skills
- Ability to build strong working relationships and collaborate with colleagues
- Commitment to continuous professional development, knowledge sharing, and coaching
- Diploma in Financial Planning or working toward one
What We Do
Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management. We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory. Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs. Working together, for you. We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.
