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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, including cashflow modeling, tax calculations, and compliance with FCA regulations. Strong analytical skills and attention to detail are essential for producing accurate client reports and enhancing client experiences.
Highest-signal resume keywords
Paraplanning ExperienceCertificate In Financial ServicesRO Qualifications (RO2-RO6)Technical Knowledge Of Financial ProductsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cashflow ModellingTax CalculationsFinancial PlanningClient ReportingRegulatory Compliance
Soft Skills
Analytical SkillsAttention To DetailCommunication SkillsRelationship BuildingTeam Collaboration
Tools & Technologies
Microsoft WordMicrosoft ExcelProvider Platforms
Certifications & Qualifications
Certificate In Financial ServicesRO Qualifications (RO2-RO6)
Industry Keywords
FCA PrinciplesRegulatory StandardsClient ObjectivesContinuous Professional DevelopmentClient Review Meetings
About the role
Key responsibilities & impact- Conduct in-depth research and analysis to identify suitable financial solutions
- Perform and present cashflow modelling scenarios to clients as required
- Prepare suitability letters and reports for annual reviews and new business
- Prepare tax calculations and financial plans for clients
- Propose and implement recommendations with Financial Planners
- Clarify client goals and objectives to align plans with client aspirations
- Support client review meetings and enhance the overall client experience
- Communicate with external providers to obtain information about existing and potential investments
- Determine client objectives, priorities, attitudes to risk and capacity for loss
- Prepare client files for review meetings and maintain compliant records throughout the advice journey
- Follow FCA principles, regulations, rules and procedures
- Share expertise and best practice with Senior Client Executives
- Assist with complex client matters and carry out peer reviews
- Maintain product and technical knowledge and meet continuous professional development requirements
Requirements
What you’ll need- 2+ years' paraplanning experience
- Certificate in Financial Services
- Minimum of two RO qualifications (RO2-RO6)
- Strong technical knowledge of financial products, FCA principles and regulatory standards
- Ability to produce detailed, accurate and compliant client reports
- Highly analytical with strong attention to detail
- Proficient in Microsoft Office, particularly Word and Excel
- Good working knowledge of provider platforms
- Ability to manage workload effectively, maintain accurate records and meet KPIs and SLAs
- Excellent written and verbal communication skills
- Ability to build strong working relationships
- Collaborative team-player mindset
- Commitment to continuous professional development, sharing knowledge, coaching others and contributing to team improvement
Benefits
Comp & perks- Hybrid working available
- Different career paths and growth opportunities within Paraplanning, Strategic Operations, or the academy
- Opportunities to further develop technical expertise and application
- Coaching and development as part of the role
- Professional study support to work towards a Diploma or Advanced Diploma in Financial Planning
- Opportunity to work with diverse and passionate colleagues, sharing and learning knowledge