Job Description
THE ROLE PARAPLANNER
* Producing comprehensive suitability reports and financial planning documentation
* Conducting technical research across pensions, investments, protection, and retirement planning
* Supporting advisers with FCA-compliant recommendations
* Using financial planning platforms and software to analyse and model solutions
* Ensuring advice is accurate, compliant, and clearly presented
* Operating effectively within a fast-paced financial planning practice
ABOUT YOU
* Minimum 2 years experience within financial services or an IFA environment
* Strong understanding of FCA regulation and financial planning solutions
* Proven paraplanning and report writing experience
* Level 4 Diploma qualified (or working towards)
* Analytical, detail-oriented, professional, and proactive
* Confident with Microsoft Office and financial planning systems
* Right to Work in the UK
WORKING PATTERN
* MondayFriday, 9:00am5:00pm
* Hybrid working available following probation
BENEFITS
* Employee-owned Trust company
* Company pension scheme
* Death in service benefit
* Sickness policy (post-probation)
* 20 days holiday + bank holidays + ChristmasNew Year shutdown
* Holiday increases after 2, 5, and 10 years service
* Hybrid working
* Parking permit (office-based)
* Social events
JBRP1_UKTJ