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Paraplanner

Norwich
Permanent
Posted: 13 May
Offer description

Paraplanner Location: Norfolk (Hybrid working available) Salary: Competitive strong benefits package Type: Full-time, Permanent A well-established and highly respected financial planning firm is seeking an experienced and qualified Paraplanner to join its growing technical team. This is an excellent opportunity to become part of a collaborative, forward-thinking environment where paraplanners are genuinely valued as a core part of the advice process. This role would suit a technically strong paraplanner who enjoys producing high-quality suitability reports, supporting advisers with complex cases, and contributing to consistently excellent client outcomes. Key Responsibilities Preparing detailed suitability reports across pensions, investments, and protection Supporting advisers with technical research and recommendations Conducting product and provider research using industry tools Interpreting client fact-finds and assisting with financial planning strategies Liaising with advisers, administrators, and providers to progress cases efficiently Ensuring all work meets regulatory and compliance standards Contributing to the continuous improvement of paraplanning processes About You Level 4 Diploma in Financial Planning (or equivalent) P revious experience working as a paraplanner within a financial planning environment Strong technical knowledge across pensions and investments Confident writing high-quality suitability reports Highly organised with excellent attention to detail Comfortable working both independently and as part of a team Candidates working towards Chartered status will be particularly welcomed. What’s on Offer Hybrid working structure Competitive salary depending on experience Strong pension contribution Generous holiday allowance Support toward further professional qualifications (including Chartered) Structured career development within a supportive technical team Opportunity to work alongside experienced advisers and technical specialists This is a fantastic opportunity for a qualified paraplanner looking to join a stable, professional firm that invests in its people and supports long-term career progression.

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