We are working with a well-established and growing financial planning firm that is looking to appoint an experienced Paraplanner to support its team of advisers.
This is a fantastic opportunity to join a professional, client-focused business where paraplanning is highly valued and plays a key role in delivering quality financial advice.
The Role
As a Paraplanner, you will work closely with advisers to provide technical support and ensure advice is compliant, accurate, and tailored to client objectives.
Key Responsibilities Will Include
Preparing suitability reports and recommendations
Conducting technical research across pensions, investments, protection, and tax planning
Analysing existing client portfolios and making recommendations
Cashflow modelling (where applicable)
Liaising with advisers, administrators, providers, and compliance teams
Supporting client review processes and new business submissions
About You
Level 4 Diploma qualified (or close to completion)
Experience in a Paraplanner or technical support role within financial planning
Strong knowledge of pensions, investments, tax wrappers, and financial planning products
High attention to detail and strong report writing skills
Organised, proactive, and able to manage your own workload