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.
Key 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 Required:
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