Paraplanner
Location: Hybrid
Salary: Competitive (DOE)
We’re working with a well-established and growing independent financial planning firm looking to add an experienced Paraplanner to its technical team.
This is an excellent opportunity to join a collaborative business where you’ll work closely with Financial Advisers, providing high-quality technical support and playing a key role in delivering outstanding client outcomes.
The Role
As a Paraplanner, you’ll be responsible for conducting technical research, preparing detailed suitability reports, carrying out cashflow modelling, and supporting advisers across a broad range of financial planning cases. You’ll be involved in pensions, investments, protection and retirement planning, ensuring all recommendations are accurate, compliant and tailored to clients’ needs.
Key Responsibilities
- Produce high-quality suitability reports.
- Conduct technical research and product analysis.
- Prepare cashflow models and financial planning reports.
- Work closely with Financial Advisers to develop client recommendations.
- Liaise with providers and the administration team to ensure a smooth client journey.
- Ensure all work complies with FCA regulations and internal compliance standards.
- Support ongoing client reviews and complex financial planning cases.
About You
- Previous experience as a Paraplanner within an IFA or Wealth Management firm.
- Diploma qualified (Level 4) or working towards Chartered status.
- Strong technical knowledge across pensions, investments and protection.
- Excellent report writing and communication skills.
- Experience using industry systems such as Intelligent Office, Intelliflo, Voyant, FE Analytics or similar would be advantageous.
What’s on Offer
- Competitive salary.
- Hybrid working.
- Full support towards Chartered status and ongoing professional development.
- A collaborative and supportive team environment.
- Clear career progression opportunities.
- Generous holiday allowance and benefits package.