A highly motivated and enthusiastic individual, with a wealth of experience within the Financial Services industry. This candidate prides herself on her ability to build good rapport with clients and colleagues. They have an excellent work ethic and ‘can-do’ attitude and is very keen to learn new skills and progress their career within Paraplanning. This candidate achieved the Certificate in Financial Services whilst working full time as a Trainee Paraplanner. Promoted to Paraplanner in January 2020 and completed their level 4 Diploma for Financial Advisers with the LIBF in June 2024.

Exposure includes:

  • Report writing – ISA contributions, GIA contributions, fund switches, model portfolios, pension transfers, structured products and kick-out plans
  • Cashflow modelling using Cashcalc
  • Preparing client files for compliance checks with ThreeSixty
  • Attending adviser meetings with clients and drafting ‘action plans’ based on the client’s objectives
  • Providing effective training to new starters/Trainee Paraplanners
  • Ensuring the client management system is accurate (Xplan)
  • Ensuring all new business and fee data is reported to the Accounts Department in a timely manner
  • Following cases through to completion and updating client portfolios
  • Responsible for ensuring the Client Management System is accurate and up to date (Adviser Office)
  • Creating master templates and letters for Xplan
  • Creating how-to guides on important processes for new starters
  • Responsible for the Annual Review process
  • Communicating effectively with providers to ensure client expectations are met
  • Providing administration support to Financial Advisers


  • DipFA – Level 4 Regulated Diploma for Financial Advisers (The London Institute of Banking & Finance)
  • Cert CII – Level 3 Certificate in Financial Services, LP2 & CF1 (The Chartered Insurance Institute)
  • R01 (Ethics & Regulation)
  • R05 (Financial Protection)


Software knowledge: Xplan, Cashcalc, Word, Excel and Outlook

Notice period:   Available in one month

Location: Fleet

Candidate reference: 121402