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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 collaborative in working with Financial Planners to align financial plans with client objectives.
Highest-signal resume keywords
Paraplanning ExperienceCertificate In Financial ServicesRO Qualifications (RO2-RO6)Microsoft Office ProficiencyAttention To Detail
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 ProductionResearch And Analysis
Soft Skills
Excellent Communication SkillsOrganised And ProactiveCollaborative Team PlayerAbility To Build RapportCommitment To Continuous Professional Development
Tools & Technologies
Provider PlatformsMicrosoft WordMicrosoft Excel
Certifications & Qualifications
Certificate In Financial ServicesRO Qualifications (RO2-RO6)Diploma In Financial Planning
Industry Keywords
FCA PrinciplesRegulatory StandardsClient ObjectivesKPI ManagementSLAs
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 align financial plans with client aspirations
- Support client review meetings where appropriate
- Build rapport with clients through meetings and 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
- 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
- Ability to deliver evidence-based recommendations and high-quality work
- Proficient in Microsoft Office, particularly Word and Excel
- Good working knowledge of provider platforms
- Organised and proactive, able to manage workload effectively
- Ability to 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
- Commitment to continuous professional development, knowledge sharing, coaching others and contributing to team improvement
- Working towards or holding 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 opportunity to accelerate career 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
- Work with diverse and passionate colleagues, sharing and learning knowledge