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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and technical knowledge of financial products, FCA principles, and regulatory standards while effectively managing client relationships and producing compliant financial reports.
Highest-signal resume keywords
Paraplanning ExperienceCertificate In Financial ServicesRO Qualifications (RO2-RO6)Financial Product KnowledgeMicrosoft 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 Report PreparationRegulatory Compliance
Soft Skills
Attention To DetailWritten CommunicationVerbal CommunicationRelationship BuildingWorkload Management
Tools & Technologies
Microsoft WordMicrosoft ExcelProvider Platforms
Certifications & Qualifications
Certificate In Financial ServicesRO Qualifications (RO2-RO6)Diploma In Financial Planning
Industry Keywords
FCA PrinciplesRegulatory StandardsClient Review MeetingsContinuous Professional DevelopmentSuitability Letters
About the role
Key responsibilities & impact- 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
- Propose and implement recommendations in collaboration with Financial Planners
- Clarify client goals, objectives, attitudes to risk and capacity for loss
- Support client review meetings and enhance the client experience
- Liaise with external companies to obtain information about existing and potential investments
- Prepare client files for review meetings and maintain them compliantly throughout the advice journey
- Follow FCA principles, rules, procedures and relevant regulations
- 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
- Proficiency 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
- Commitment to continuous professional development
- Holding or working towards a Diploma in Financial Planning is advantageous
Benefits
Comp & perks- Hybrid working available
- Different career paths and growth opportunities within Paraplanning or Strategic Operations
- Academy pathway towards becoming a Financial Planner
- 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
- Opportunities to work with diverse and passionate colleagues, sharing and learning knowledge