Paraplanner

Job Title: Financial Services Administrator / Paraplanner – Direct Adviser Support

Location: Ahmedabad
Employment Type: Full-Time
Time Zone: UK Business Hours
Reports To: UK-Based Financial Adviser

About the Role

We are looking for a highly responsible, detail-oriented Financial Services Administrator / Paraplanner to work directly with a UK-based financial adviser. You will be the primary point of contact supporting the adviser in delivering personalised financial solutions to customers across insurance, pensions, investments, and occasional mortgage cases.

This role requires a proactive individual who can manage tasks independently, handle sensitive financial data with care, and ensure full compliance with UK regulatory requirements.

You’ll be expected to manage the entire administrative lifecycle—from onboarding customers and preparing documentation to completing applications and coordinating follow-ups—while keeping both the adviser and customers updated.

Key Responsibilities

Customer Onboarding & Documentation

• Assist the adviser during virtual meetings and take comprehensive notes
• Complete fact finds and ensure all onboarding paperwork is accurate and fully collected
• Perform AML checks and verify identity/address (passport, utility bill, etc.)
• Request and manage Letters of Authority to access information from existing providers
• Maintain clear, date-ordered records of all correspondence and documents

Product Research & Applications

• Understand each customer's financial goals as outlined by the adviser
• Obtain quotes for protection and insurance products
• Assist in preparing risk profiles and documenting customer suitability
• Draft suitability reports and ensure proper sign-off before submission
• Complete and submit online applications, track underwriting status, and schedule medicals where needed

Communication & Case Management

• Communicate directly with the adviser and respond promptly to task requests
• Keep customers informed via professional and timely email updates
• Update case records in Intelligent Office (IO) or equivalent system
• Ensure application progress is closely monitored and escalated when necessary
• Follow up on outstanding documents and ensure timely delivery of all outputs

Ongoing Customer Support

• Help schedule and prepare for annual review meetings with customers
• Maintain continuous case tracking and monitor changes in product or customer details
• Support the adviser in delivering a consistent and compliant customer experience

What You’ll Need

• 1–3 years’ experience in financial services administration, paraplanning, or client servicing
• Familiarity with financial advice processes in insurance, pensions, or investments
• Excellent English communication skills – written and spoken
• Strong attention to detail, time management, and ability to manage multiple cases
• Confidence in using Intelligent Office (IO) or similar CRM / back-office software
• A high level of ownership and responsibility – you are the sole support person for the adviser

Preferred but Not Required

• Exposure to UK-based life insurance, pension, or investment products
• Basic understanding of FCA compliance requirements
• Progress toward CII or other industry-recognised financial certifications
• Experience submitting online applications for protection or investment products

Why This Role Might Be Right for You

• You enjoy working one-on-one with professionals and can be relied upon for accurate, independent work
• You prefer to own the process from start to finish and are self-driven
• You want a role that gives you direct exposure to UK financial services
• You’re looking to build or grow a long-term professional relationship with a financial adviser

Job Types: Full-time, Permanent

Pay: ₹50,000.00 - ₹60,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Schedule:

• Fixed shift
• Monday to Friday
• UK shift

Work Location: In person