Paraplanner

360 Search are working alongside an established Insurance & Financial Services Intermediary Firm, that due to internal movement and progression are seeking a well-experienced Paraplanner or Senior Life & Pensions Administrator to join their Team. This position will be well suited to individuals with existing experience gained in a Brokerage environment, the successful individual will be closely supporting the Head of Life & Pensions plus one other Financial Advisor, across pre and post Financial Advice. Key Responsibilities : Prepare and maintain detailed client files, ensuring all necessary documentation is complete and up-to-date. Assist Financial Advisors in gathering and organising client information and financial data. Conduct in-depth research on investment products, market trends, and financial planning strategies. Assist Financial Advisors to make recommendations based on the financial goals and risk tolerance of clients. Prepare detailed reports and presentations for client meetings, summarising financial plans and investment strategies. Collaborate with Financial Advisors to ensure all client-facing materials are accurate and professional. Ensure all client interactions and financial plans comply with regulatory requirements and industry standards. Maintain accurate records of all client communications and financial transactions. Provide administrative support to Financial Advisors, including scheduling client meetings, preparing meeting agendas, and managing follow-up tasks. Assist with client onboarding and account management activities. Qualifications and Experience : Over 5 years experience in a similar role i.e. Paraplanner or L&P Administrator within a Brokerage environment. Relevant industry qualification(s) (e.g., QFA, RPA) etc. Strong knowledge of financial planning principles, pensions, investment products, and market trends. Excellent analytical skills with the ability to conduct detailed research and analysis. Highly organised with strong attention to detail and accuracy. Proficient in using CRM system along with Microsoft Office Experience using Financial Planning software / tools are desiable Excellent communication and interpersonal skills High level of professionalism, integrity, and ethical conduct. What We Offer : Competitive salary Employer Pension & Risk Cover Hybrid working and flexibility Collaborative and dynamic work environment with a focus on innovation and excellence. Professional development and continuous learning opportunities. Skills : paraplanner Retirement Planning Holistic Financial IFA Administration Financial Planning Administration Financial Advisory Administration Financial Services