Overview:
We are working with a well-established financial planning firm looking to strengthen their team with the addition of a Chartered Paraplanner. This is a great opportunity to join a collaborative and well-supported environment, working closely with experienced advisers and support staff.
The business currently has a strong structure in place, including two full-time Paraplanners, a Junior Paraplanner, and a team of six Administrators, providing excellent operational support.
Key Responsibilities:
- Prepare detailed suitability reports across pensions, investments, and protection
- Support advisers with technical research and case preparation
- Work on more complex client cases, including HNW clients
- Ensure advice is compliant and aligned with regulatory requirements
- Collaborate closely with the wider paraplanning and admin team
Requirements:
- Chartered status (or close to achieving)
- Strong technical knowledge across financial planning areas
- Experience producing high-quality suitability reports
- Ability to manage workload and work collaboratively within a team