[Hiring] Paraplanner @Lloyds Banking Group

Role Description

An excellent opportunity to join Lloyds Wealth as a home-based Paraplanner, helping turn complex financial information into clear, holistic and compliant recommendations that make a meaningful difference to our clients.

• Work remotely as part of a supportive and collaborative team.
• Combine technical expertise, sound judgement and attention to detail to produce recommendations that clients can understand and act upon with confidence.
• Create clear, accurate and personalised financial planning reports for new and existing clients across the full range of products and advice areas offered by our Advisers.
• Assess client information, undertake research and translate proposed advice into well-structured recommendations.
• Ensure every report meets Lloyds Wealth’s internal standards, external regulatory requirements and the individual needs of the client.
• Take responsibility for the quality of your work, checking reports for accuracy and providing peer quality checks for colleagues.
• Ensure client and advice information is correctly recorded across our systems.
• Respond promptly to enquiries, requests and instructions from both internal and external clients.
• Contribute to projects, support colleagues remotely and identify opportunities to improve processes, productivity and the overall client experience.

Qualifications

• Level 4 Diploma qualified (Chartered / Level 6 welcome but not essential)
• Experience producing clear, accurate and compliant financial planning reports
• Strong technical knowledge and understanding of regulatory requirements
• Excellent written communication and attention to detail
• The ability to manage priorities independently in a busy environment
• A proactive, collaborative approach to client service and continuous improvement

Benefits

• Home-based working with flexibility to work from home while remaining closely connected to advisers, fellow paraplanners and the wider business.
• Make a meaningful contribution supporting advisers in delivering clear, holistic and client-led financial planning.
• Develop your technical expertise across a broad range of products, client needs and financial planning scenarios.
• Support for ongoing professional development and any relevant qualifications required for the role.
• Be part of a high-performing team where advisers, paraplanners and support colleagues work together to deliver excellent outcomes.
• Exceptional benefits including 30 days’ holiday, private medical cover, life insurance and a matched pension of up to 21%.