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Paraplanner in Plymouth at Bishop Fleming

Date Posted: 2/16/2019

Job Snapshot

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Are you an experienced Paraplanner?

Come and join our expanding Financial Services team based in Plymouth.

Our clients are personally advised by our highly trained, salaried consultants who are all well qualified and have considerable industry experience. The support for our professional team of consultants is key to our business success, and you will relish the chance to be part of that team.

You will be joining part of a growing and ambitious firm that has over 350 employees and is ranked 26 in the 2018 Sunday Times 100 Best Companies to Work for.

With previous Paraplanning experience within an IFA, tied agent or life assurance environment, you will be part of a small sales support and financial planning admin team who deliver an exceptional service to our consultants.

Your varied day will include:

  • Creating suitability letters and technical reports for consultants, from a brief and/or client file information
  • Conducting research on the suitability of products and funds
  • Reviewing and commenting on the suitability of existing pension, investment and protection arrangements including SSAS/EPPHandling client correspondence of a technical nature on behalf of consultants (which may include provision of specific information to clients)
  • Ensuring that consultants are kept up to date/notified on any difficulties or non-standard matters as appropriate
  • Working closely with the sales support team to ensure timely and accurate implementation of business written
  • Acting as the technical interface between consultant, sales support team and client
  • Assisting the sales support team with day to day administration tasks

This is a great opportunity to join a small highly specialist team within an organisation that can offer career development within a friendly and approachable working environment.

You will have:

  • Previous paraplanning experience gained from within a financial services environment
  • A Diploma in Financial Planning or be studying towards the qualification (or equivalent)
  • Excellent IT skills (Fully proficient with Microsoft Office) and a good standard of education (minimum of 9 GCSE’s and 2 A Levels or equivalent) grades A*-C
  • A good working knowledge of Intelligent Office would be highly advantageous as would experience of major platform provider e-commerce sites and research tools such as Financial Express and Exchange
  • A methodical, systematic and very organised approach, able to co-ordinate and prioritise workload to meet deadlines

You will be:

  • Extremely well organised with excellent communication and interpersonal skills
  • A flexible team player who thrives in a fast paced working environment
  • Able to multi-task, possessing excellent attention to detail and used to working to tight deadlines


We offer:

  • Competitive salary with annual review and access to our Benefits Choice Platform
  • £1000 joining bonus for direct applicants (terms apply)
  • 25 days holiday plus bank holidays
  • Full or Part Time hours
  • Life Assurance (3 x Salary)
  • Personal Pension - Employer 4%, Employee min 4%
  • Critical Illness Scheme
  • Fully paid health scheme after probationary period via Simplyhealth

We are a responsible employer - committed to welcoming new people into an inclusive working environment, where everyone is given equal opportunity to reach their full potential.

Our ‘One Firm’ approach aims to provide a culture where our people are valued and treated fairly with respect, but also one where our differences are understood and celebrated.

We hope that these objectives will attract you to our firm as an employer of choice.