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Paraplanner

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The Private Office

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Location:
United Kingdom , Bath

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Job Responsibility:

  • Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
  • Providing high quality technical, administrative and research support to the Advisers
  • Undertaking whole-of-market research as required, including investments, pensions and protection plans
  • Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
  • Liaising with the Regulatory & Technical team to ensure the advice is compliant
  • Be able to prioritise work in your queue by liaising with advisers on a regular basis
  • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
  • Building strong and effective working relationships with other teams in the firm and third party product providers
  • Attending and contributing to meetings – both internal and external - and delivering group and individual training on topics appropriate to the role
  • Ensuring that all client records and data are maintained accurately and efficiently
  • Participating in ad hoc projects and tasks as and when required

Requirements:

  • The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text
  • Experience of analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice
  • Proficiency in complex report writing
  • Experience liaising with third party providers
  • CII Diploma in Financial Planning (as a minimum)
  • Excellent grammar, spelling and punctuation skills
  • Excellent interpersonal and communication skills
  • A high standard of personal organisational and time management skills
  • Experience within Private Wealth Management
  • Experience of working to targeted service standards and procedures
  • A good working knowledge of regulatory requirements
  • Ambitious and goal-orientated
  • Evidence of continual learning and development of skills and knowledge
  • Experience of working unsupervised with a high level of self-motivation
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems

Nice to have:

  • Experience of using CURO or IRESS software
  • Experience of using FE Analytics and Voyant
  • Previous experience dealing with Group Life and Pension Schemes
  • Part FPC/RO/CF qualified
  • Experience of training and people development
What we offer:
  • Share Scheme
  • Company discretionary bonus scheme
  • Full time hours Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
  • 24 holidays (increasing to 26), plus two additional Christmas days
  • Company Pension scheme
  • Private Healthcare
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Bike to Work Scheme
  • Full support with professional qualifications, including CII membership
  • Career progression available
  • Wellbeing Programme

Additional Information:

Job Posted:
April 24, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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