About the Role
We’re working with a highly regarded, independent financial planning firm looking to appoint an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a technical Paraplanner who enjoys producing high-quality suitability reports, conducting research and working closely with Financial Advisers to deliver outstanding client outcomes. The business offers a supportive environment, genuine career progression and flexible hybrid working.
Key Responsibilities
- Prepare high-quality suitability reports across pensions, investments and protection.
- Conduct technical research and product comparisons.
- Carry out cashflow modelling and retirement planning analysis.
- Research funds, platforms and providers.
- Support Financial Advisers with complex client cases and recommendations.
- Liaise with providers, advisers and administrators throughout the advice process.
- Ensure all work is completed in line with FCA regulations and company compliance standards.
- Keep up to date with legislation and industry developments.
About You
- Minimum of 2 years’ paraplanning experience.
- Level 4 Diploma in Financial Planning, or actively working towards completion.
- Strong knowledge of pensions, investments, tax planning and protection.
- Experience writing suitability reports.
- Excellent technical, analytical and communication skills.
- Organised with exceptional attention to detail.
- Experience using industry systems such as Intelligent Office, Xplan, FE Analytics, Dynamic Planner, Voyant or CashCalc would be advantageous.