Paraplanner

We are hiring for a Paraplanner to join our growing team.

In this role you will be responsible for providing excellent service to the Fidelius Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.

At Fidelius, our mission is to help clients build the life they want with confidence. We make it happen. We pride ourselves on excellent client service through long term financial planning and we know our people are the key to our success.

Key responsibilities

Technical Support & Knowledge

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
• To work within the Fidelius Paraplanner licence framework.

Research & Recommendations

• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Conduct fund research using the Fidelius panel or FE Analytics where appropriate.
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
• Preparation of fund switch and encashment letters according to advice provided.
• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.
• Liaise with Product Providers / Third Parties regarding any technical queries

Team Working

• Build a strong working relationship with all colleagues across the business.
• Accurately complete new business sheets to be handed over to the PA.
• Complete 4-eyes checks on the completion of application/trust forms before submission to the client or complete the forms if necessary.
• Complete 4-eyes checks of new business prior to PA submission to the providers.
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
• All work to be completed within agreed SLA’s.
• Provide absence cover for colleagues.
• Undertake project work and additional duties as and when required.

Compliance

• Treat all data with complete confidentiality and take reasonable steps to protect this at all times.
• Treat our customers fairly at all times, referring to your Line Manager or the Head of Compliance for guidance if necessary. Act in accordance with Compliance procedures and FCA Regulations at all times to ensure regulatory requirements and company policies are correctly followed.
• Maintain client records and update client information on back office systems to keep an effective audit trail.
• Undertake work appropriate to the individual Paraplanner licence.

Training & Technical Knowledge

• Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.
• Successfully undertake company quarterly tests.
• Maintain detailed record of all CPD activity, demonstrating a minimum of 35 hours a year.

Knowledge, Skills and Competencies

• Previous experience of working in similar role within financial services.
• Practical application of technical financial knowledge within career.
• Previous data research and report writing experience within financial services.
• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• A strong customer focus approach to getting the best outcome for the client and the business.
• Fully Diploma qualified
• Good understanding of the Financial Planning process.
• Experience of providing an excellent service to the adviser and client.
• Experience of planning and organisational workloads.
• Ability to work to deadlines.
• Experience of delivering accuracy and having attention to detail.

About Fidelius

Fidelius is a Chartered Financial Planning firm with offices across the UK in Bath, Cheltenham, Chelmsford, London, and Nottingham. It is recognised as a VouchedFor Top Rated Firm 2025 and was ranked in the top 20 of FT Adviser’s Top 100 Financial Advisers in 2024. Founded in 1998, the company has around 240 employees and offers services including Wealth Management, Retirement Planning, Protection Planning, Employee Benefits, and Mortgages.