The Opportunity
We are working with a growing financial planning firm looking to appoint a Paraplanner to join their technical support team. This is a key role within the business, working closely with advisers to deliver high-quality, compliant, and client-focused financial planning support.
This is an excellent opportunity for a Diploma-qualified Paraplanner looking to develop their technical expertise within a supportive and professional environment.
Key Responsibilities
- Prepare detailed suitability reports and recommendation letters
- Conduct research across pensions, investments, ISAs, and protection products
- Analyse client financial information including risk profiles and capacity for loss
- Support advisers with technical queries and case preparation
- Liaise with providers to obtain product information, illustrations, and policy details
- Ensure all advice documentation meets FCA compliance standards
- Maintain accurate client records on internal systems
About You
- Level 4 Diploma in Regulated Financial Planning (or working towards)
- Previous paraplanning or financial services experience
- Strong technical understanding of pensions and investments
- High attention to detail with a “right first time” approach
- Confident communicator with good organisational skills
- Ability to work well within a team and support advisers effectively