Paraplanner – Job Description
Overview
We are seeking an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. The Paraplanner will be responsible for research, analysis, report writing, and ensuring recommendations align with client objectives and regulatory requirements.
Key Responsibilities
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Prepare detailed suitability reports in line with FCA requirements
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Conduct research and analysis across pensions, investments, protection and other financial planning products
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Analyse client fact-finds and assess financial objectives
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Undertake cashflow modelling and scenario planning
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Liaise with product providers to obtain information, illustrations and valuations
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Ensure all client files are compliant and audit-ready
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Support advisers with technical queries and complex case work
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Maintain accurate and up-to-date client records using back-office systems
Skills & Experience
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Previous experience in a Paraplanner role within an IFA or wealth management firm
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Strong technical knowledge of pensions, investments and financial planning products
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Experience preparing suitability reports
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Working knowledge of FCA regulations and compliance requirements
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Proficient in Microsoft Office and financial planning software (e.g. Intelligent Office, Xplan, FE Analytics, CashCalc)
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Excellent analytical skills and attention to detail
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Strong written communication skills