Paraplanner

Paraplanning is at the heart of what we do and we’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it.  We’re looking for an experienced Paraplanner to join our team, supporting our growth ambitions for the future. 

The Paraplanner will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service. This includes maintaining client records, occasional data gathering, application form preparation and submission.

The role will involve promoting the company’s services in a professional and FCA compliant manner.

The role of the Paraplanner can be broken down into key parts:

Understanding our clients’ financial situation & objectives

• Providing research, analysis & technical support

• Preparing recommendation reports

• Maintaining client records

• Analyse clients’ circumstances, objectives & risk profile

• Identify missing client information pertinent to formulating recommendations

• Liaise with financial advisers to query/challenge proposed recommendations where necessary

Providing research, analysis & technical support

• Provide research on all relevant advice areas, products, and investment solutions

• Prepare information / comparisons, ready for analysis by the adviser

• Use of company-approved research systems to assist analysis

• Cashflow modelling analysis

Preparing recommendation reports

• Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures

• Obtain accurate illustrations, key features, and other relevant paperwork for advisers’ presentation meetings with clients

• Assist in the completion of remedial actions following quality checking

Maintaining client records

• Maintain accurate and up-to-date client and plan records on back-office system
• Ensure all relevant documentation and correspondence is uploaded to the correct client
• records on the back-office system and named in accordance with Company procedures.
• Create, manage, and complete tasks on the back-office system in accordance with Company procedures
• Completion of other reasonable duties, as defined by the Senior Management Team.

• Communication: Able to adapt the language, style and method of communication depending on the needs of the client or colleague
• Organisation: Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client related tasks as a priority
• Customer Service: Understand what good customer service is and prioritise customer work to deliver good service.
• Teamwork & Collaboration: Understand the importance of teamwork and how collaboration can improve outcomes.
• Technology: Understand and be able to use technology for the role effectively
• Expertise: Has required expertise to do the role and understand areas for improvement & looking for opportunities to develop
• Strong background in client and product administration
• Ability to deliver to tight deadlines
• Excellent problem solver and decision maker

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.