Paraplanners

At PWM, we’re proud to be an award-winning partnership focused on delivering independent advice tailored to the needs of high-net-worth clients.
As our business grows, we’re looking for experienced people who enjoy combining technical expertise with excellent client service, while supporting advisers in a collaborative environment. Could this be you?

The Role of a Paraplanner at PWM

In this role, you’ll act as the crucial liaison between our partners, providers and clients – ensuring the advice experience is positive and efficient.

You’ll provide support to advisers and  deliver a professional, compliant and effective phone and administration service to our clients.

By supporting our partners, you’ll also develop skills, knowledge and professional qualifications to quickly progress in a paraplanning career.

Key responsibilities

• Preparing and maintaining the client file: confirming policy information from letters of authority to understand a client’s existing arrangements.
• Organising recommendations: identifying areas of need, carrying out research to find solutions, considering investment strategies and tax implications in conjunction with the Adviser.
• Research: comparing different solutions to ensure the best possible client outcomes in conjunction with the PWM panels.
• Preparing recommendation reports: Generating full suitability reports and short suitability letters for ad-hoc advice events.
• Producing illustrations and key features: preparing supporting documents that match the suitability report; uploading to the CRM in conjunction with the Administrator.
• Implementing recommendations:  ensure all compliance paperwork is accurate and up to date, assisting the admin to implement trades.
• Upload Enable compliance documents: ensure all research is uploaded to the CRM system.
• Annual review preparation and completion: preparing valuations and other analysis for use in the client annual review, including cashflow modelling.
• Annual Review documents: Completing annual review documents, confirming ongoing suitability of a client’s existing arrangements.
• Attending client meetings: When required by the financial adviser, attend client meetings to take notes and assist with cashflow modelling.
• Maintain an accurate task list: Ensure accurate recording keeping and workflows are maintained.
• Develop and maintain effective relationships: with colleagues, clients and third parties.
• Provide cover and support: to other members of the team during sickness & holidays when deemed necessary by management.
• Contribute to company projects: designed to enhance operational efficiency and the service to our clients when required.
• Incident reporting and regular testing: ensure that all errors or incidents are reported and relevant compliance modules are completed within the deadlines.
• Attend team meetings and training: in person if required.

Skills and qualifications

• Minimum 2+ years’ experience in IFA administration, including report writing, ideally within an independent environment supporting advisers (individual or team).
• Desirable to have 4+ Diploma exams completed, with a goal to become fully qualified within 18 months.
• Strong educational background and a willingness to undertake further relevant examinations.
• Strong IT proficiency, particularly in Microsoft Office.
• Organisation and prioritisation skills.
• High standard of verbal and written communication, with strong attention to detail.
• Professional telephone manner and business presentation.

*No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.