Overview
Paraplanner / Technical Support Location
Competitive salary + benefits (DOE)
Hybrid working available
I'm recruiting for an established Independent Financial Adviser firm who are looking to add a talented Paraplanner / Technical Support professional to their team. This is an excellent opportunity to work closely with Advisers, supporting the delivery of high-quality client outcomes while developing your technical expertise.
Responsibilities
* Maintain and update client records on Intelligent Office (IO)
* Provide research on products and funds for Advisers
* Draft suitability reports in line with compliance standards
* Process applications, instructions, and new business
* Produce valuations and review packs for client meetings
* Obtain accurate quotations, key features, and applications for Adviser appointments
* Review and assess client/adviser documentation for compliance
* Build and maintain strong relationships with clients, colleagues, and providers
* Act as a point of contact for Advisers, clients, and third parties
Skills & Experience
* Experience within a Paraplanning or Financial Services support role
* Strong understanding of the financial planning process
* Skilled in report writing and research, with great attention to detail
* Confident analysing financial data and presenting findings clearly
* Competent IT skills (Microsoft Office, Intelligent Office)
* Excellent interpersonal and communication skills
* Organised, proactive, and able to prioritise workload effectively
Personal Attributes
* Professional integrity with a client-focused mindset
* Team player with the ability to work independently
* Flexible and adaptable with a commitment to continuous improvement
* Strong problem-solving ability and attention to detail
This role would suit an experienced IFA Administrator, Trainee Paraplanner, or Paraplanner looking to progress in a supportive and professional environment.
If you'd like to explore this opportunity further, feel free to reach out directly.
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