Fram is working with a boutique financial planning firm in Essex that is looking to engage with a Paraplanner to support its advisers and maintain the technical quality of its advice. The firm is independent and client focused, with a strong emphasis on accuracy and consistency across the advice process.
The role involves preparing suitability reports, conducting research, and supporting advisers across a range of financial planning areas including pensions, investments, and tax planning. Paraplanners work closely with advisers and administrators to ensure that recommendations are well structured, compliant, and clearly presented.
This may appeal to someone with paraplanning experience who enjoys technical work and takes pride in detail. The Level 4 Diploma in Financial Planning would be beneficial, although individuals working toward qualification will also be considered. The firm offers a supportive environment with a focus on ongoing development.
Applicants must have the right to work in the UK.
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