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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong technical knowledge of financial products and FCA principles, with the ability to produce detailed and compliant client reports. Proficient in cashflow modeling and maintaining accurate client documentation while collaborating effectively with Financial Planners and other stakeholders.
Highest-signal resume keywords
Paraplanning ExperienceCertificate In Financial ServicesRO Qualifications (RO2-RO6)FCA Principles And Regulatory StandardsMicrosoft 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
Detailed Client ReportsCashflow ModellingTax CalculationsFinancial PlanningResearch And AnalysisClient DocumentationCompliance ManagementKPI And SLA Management
Soft Skills
Excellent Communication SkillsOrganised And ProactiveCollaborative Team PlayerRelationship Building
Tools & Technologies
Provider PlatformsMicrosoft WordMicrosoft Excel
Certifications & Qualifications
Certificate In Financial ServicesRO Qualifications (RO2-RO6)
Industry Keywords
FCA PrinciplesRegulatory StandardsClient Review MeetingsContinuous Professional Development
About the role
Key responsibilities & impact- Produce compliant, high quality, detailed suitability letters and reports
- Propose and implement recommendations in collaboration with Financial Planners
- Clarify client goals and objectives to ensure plans align with client aspirations
- Support client review meetings where appropriate
- Develop rapport with clients in meetings and through other communications
- Conduct in-depth research and analysis to identify suitable 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
- Liaise with external providers to obtain information about existing and potential investments
- Determine client objectives and priorities, including attitudes to risk and capacity for loss
- Prepare client files for review meetings and maintain them compliantly 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
- Holding a 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 a keen eye for detail
- Proficient in Microsoft Office, particularly Word and Excel
- 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
- Ability to produce clear client documentation and build strong working relationships
- Collaborative team player able to work closely with Financial Planners, Client Executives and Paraplanning colleagues
- Committed to continuous professional development, sharing knowledge, coaching others and contributing to ongoing improvement across the team
Benefits
Comp & perks- 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