MHA | Paraplanner/Technical Support
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Paraplanner/Technical Support

Preston, Liverpool, Nottingham, Blackpool, Kendal, Manchester, Lancaster Posted: 30 Oct 2023 ref:
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Job description

What are we looking for? –

The Role

  • Work closely with the consultants to fully understand the client’s objectives, needs and priorities, to provide holistic financial planning for the client.
  • Carry out research and consider the bigger picture (e.g. tax implications) to find solutions to objectives, factoring these into suitability letters/reports.
  • Proactively look to add value and influence the planning and solution recommended for the client, identifying and highlighting any additional or future planning points as appropriate.
  • Liaising with the Head of Technical Support and Compliance Manager to highlight/discuss any complex, unusual or ambiguous cases.
  • Liaising with colleagues in other service lines, as appropriate, to ensure a joined up approach to the holistic planning.
  • Work closely with the client service team to gather accurate information required for prepping and planning cases, clearly setting out what is required and timescales.
  • Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes.
  • Ensuring a complete and accurate audit trail is maintained at all times.
  • Taking ownership for keeping up to date with legislative / regulatory changes / CPD.
  • Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge as appropriate.
  • Ensure agreed personal objectives are progressed on a timely basis.
  • Provide ‘subject matter expert’ input as appropriate and when requested, and provide appropriate training, direction and support for others where needed.
  • Take ownership for identified projects.

Essential Skills:

  • Ability to deliver first class client service.
  • A proactive and positive approach and the ability to take the initiative.
  • Attention to detail.
  • Excellent communication skills.
  • Ability to prioritise workload effectively.
  • An appreciation and understanding of how other roles within the department are inter-dependant.
  • Confidence to discuss cases with the consultant and seek further information as appropriate, to ensure the starting point of any case is fully compliant and objectives are fully understood.
  • Confidence to refer complex/unusual/non-compliant cases to the Head of Technical Support or Compliance Manager.
  • Advanced experience using the full Microsoft Office suite.

Desirable Attributes:

  • Experience of using Iress Adviser Office/XPLAN and provider platforms.
  • Previous experience of working within a professional financial services firm.
  • Previous experience of working within a strong compliance culture.


  • Diploma in Regulated Financial Planning or equivalent

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