Work Type: Hybrid - 3 days in-office (Tuesday to Thursday), 2 days remote (Monday and Friday)
Hours: Full-time, 37.5 hours/week (Monday to Friday, 9:00am-5:30pm)
Salary & Benefits
* Salary: £35,000 - £45,000 (depending on experience and qualifications)
* Holiday: 25 days annual leave plus bank holidays, with a holiday purchase scheme
* Pension: Contributory pension scheme with salary exchange benefits
* Life assurance: 3x salary
* Employee Assistance Programme
* Study support toward Level 4 Diploma and beyond
Responsibilities
* Produce high-quality suitability reports for pensions, investments, and complex financial planning cases
* Draft advice letters and recommendations in line with FCA guidelines
* Support annual review meetings with tailored documentation and performance reports
* Conduct research using tools such as FE Analytics, CashCalc, and Defaqto
* Build detailed cash flow models to support client financial goals
* Respond to complex client and adviser queries with technical accuracy
* Maintain and update CRM systems (e.g. X-Plan, Intelligent Office)
* Collaborate with advisers and occasionally attend client meetings
* Ensure compliance with all relevant regulations and internal standards
Requirements
* Paraplanning experience within an IFA or financial planning setting
* Diploma in Regulated Financial Planning (CII Level 4 or equivalent) or close to completing
* Excellent report writing and communication skills
* High attention to detail, strong organisational skills, and time management
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