Paraplanner
Progeny
Paraplanner
DescriptionAs a Paraplanner you will play in an integral role in the delivery of outstanding client experiences at Progeny. Working in close collaboration with your Paraplanning team, Client Executives and Financial Planners you will assist in the delivery of bespoke financial planning solutions for our clients, supporting them to achieve their financial goals for the future.
\nYou will produce high quality suitability letters and reports, propose and implement recommendations, clarifying financial goals and objectives to ensure plans are aligned to client aspirations.
\nDeeply client focused, you will embrace opportunities to support client meetings, developing excellent rapport during your face-to-face interactions and, ultimately, enhance client experience through both application of your technical knowledge and people skills.
\nWe are seeking a candidate with paraplanning experience (2+ years minimum) who holds the Level 4 Diploma in Financial Planning. As a fully competent Paraplanner, you will be able to demonstrate good application of technical knowledge and skills, showcasing an ability to undertake highly technical, precise and detailed work to a consistently high standard.
\nThis role offers great opportunity and scope to - \nDevelop technical knowledge, have regular development conversations and receive career coaching to support your professional goals. \nWork towards your Diploma or Advanced Diploma in Financial Planning \nExplore career paths and growth opportunities available either within the Paraplanning Centre of Excellence, the Strategic Operations team or by joining the Academy to accelerate your financial planning career goals. \n
What you will be doingAs a Paraplanner you will assume responsibility for - \n\nResearch and analysis: conducting in-depth research and analysis to identify suitable solutions, performing and presenting cashflow modelling scenarios to clients. \n\nTechnical work: preparing suitability letters and reports for annual reviews and new business, preparing tax calculations and financial plans for clients. \n\nLiaising with providers: speaking to external companies to obtain information about existing and potential investments. \n\nFulfilling Client requirements: determining client objectives and priorities, whilst considering client attitudes to risk and capacity for loss. \n\nManaging documentation: preparing client files for review meetings and maintaining these compliantly throughout the client advice journey. \n\nCompliance and regulation: working with honesty and integrity, following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures at all times. \n\nSupporting the team: sharing expertise and best practice with Senior Client Executives, assisting them with complex client matters and carrying out peer reviews. \n\nDevelopment of technical knowledge: dedicating time to meet continuous professional development requirements and maintaining your product and technical knowledge. \n
About you To thrive and be successful in the role you will be/need- \n\nFinancial Services experience - Possess sound understanding of financial products, FCA principles and regulatory standards. \n\nGreat tech skills - Proficiency in Microsoft Office, with advanced Word/Excel skills and a good working knowledge of different provider platforms. \n\nMethodical and organised – An ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues. \n\nExcellent writing skills – Skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise. \n\nExemplary communication and relationship building skills – A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes. \n\nPassion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development. \nFor further responsibilities and requirements, please see the full role profile.
\nWe may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits\n30 days holiday plus public holidays\n3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.\nPrivate medical insurance, 24/7 digital GP and health advice\nEmployee assistance programme providing support for your mental and physical health\nGroup pension scheme\nLife assurance scheme\nEyecare vouchers\nEnhanced family leave\nReferral scheme\n
Application Deadline: 9 March 2025
Department: Wealth
Employment Type: Full Time
Location: Manchester, UK
DescriptionAs a Paraplanner you will play in an integral role in the delivery of outstanding client experiences at Progeny. Working in close collaboration with your Paraplanning team, Client Executives and Financial Planners you will assist in the delivery of bespoke financial planning solutions for our clients, supporting them to achieve their financial goals for the future.
\nYou will produce high quality suitability letters and reports, propose and implement recommendations, clarifying financial goals and objectives to ensure plans are aligned to client aspirations.
\nDeeply client focused, you will embrace opportunities to support client meetings, developing excellent rapport during your face-to-face interactions and, ultimately, enhance client experience through both application of your technical knowledge and people skills.
\nWe are seeking a candidate with paraplanning experience (2+ years minimum) who holds the Level 4 Diploma in Financial Planning. As a fully competent Paraplanner, you will be able to demonstrate good application of technical knowledge and skills, showcasing an ability to undertake highly technical, precise and detailed work to a consistently high standard.
\nThis role offers great opportunity and scope to - \nDevelop technical knowledge, have regular development conversations and receive career coaching to support your professional goals. \nWork towards your Diploma or Advanced Diploma in Financial Planning \nExplore career paths and growth opportunities available either within the Paraplanning Centre of Excellence, the Strategic Operations team or by joining the Academy to accelerate your financial planning career goals. \n
What you will be doingAs a Paraplanner you will assume responsibility for - \n\nResearch and analysis: conducting in-depth research and analysis to identify suitable solutions, performing and presenting cashflow modelling scenarios to clients. \n\nTechnical work: preparing suitability letters and reports for annual reviews and new business, preparing tax calculations and financial plans for clients. \n\nLiaising with providers: speaking to external companies to obtain information about existing and potential investments. \n\nFulfilling Client requirements: determining client objectives and priorities, whilst considering client attitudes to risk and capacity for loss. \n\nManaging documentation: preparing client files for review meetings and maintaining these compliantly throughout the client advice journey. \n\nCompliance and regulation: working with honesty and integrity, following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures at all times. \n\nSupporting the team: sharing expertise and best practice with Senior Client Executives, assisting them with complex client matters and carrying out peer reviews. \n\nDevelopment of technical knowledge: dedicating time to meet continuous professional development requirements and maintaining your product and technical knowledge. \n
About you To thrive and be successful in the role you will be/need- \n\nFinancial Services experience - Possess sound understanding of financial products, FCA principles and regulatory standards. \n\nGreat tech skills - Proficiency in Microsoft Office, with advanced Word/Excel skills and a good working knowledge of different provider platforms. \n\nMethodical and organised – An ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues. \n\nExcellent writing skills – Skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise. \n\nExemplary communication and relationship building skills – A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes. \n\nPassion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development. \nFor further responsibilities and requirements, please see the full role profile.
\nWe may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits\n30 days holiday plus public holidays\n3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.\nPrivate medical insurance, 24/7 digital GP and health advice\nEmployee assistance programme providing support for your mental and physical health\nGroup pension scheme\nLife assurance scheme\nEyecare vouchers\nEnhanced family leave\nReferral scheme\n
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