Paraplanner
About the Company:
We’re hiring for our client, a trusted financial planning firm that provides tailored advice to help clients achieve their goals — from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach, long-term client relationships, and commitment to quality advice.
Top 3 Things to Know About this Job:
1. Established, reputable financial planning firm with a supportive, professional team
2. Varied workload across pensions, investments, and protection
3. Hybrid working with excellent progression opportunities
Key Responsibilities:
* Prepare detailed Financial Planning Reports for Advisers to present to clients
* Conduct research and analysis on financial products and solutions to support tailored recommendations
* Assist with client reviews and handle day-to-day client queries
* Submit and monitor applications with product providers
* Maintain accurate and compliant client records within the company’s systems
* Prepare client review packs, illustrations, and documentation as required
* Keep up to date with financial products, legislation, and regulatory changes
* Work in line with firm and industry guidelines, maintaining compliance and data integrity standards
Requirements:
* Proven experience within a financial advice or wealth management firm, including report writing and technical support
* Diploma-qualified (or working towards this) preferred, though strong paraplanning experience will also be considered
* Excellent written and verbal communication skills with strong attention to detail
* Analytical and problem-solving skills, with the ability to interpret complex information
* Reliable, organised, and able to manage multiple tasks and deadlines
* Team player with a professional and positive approach
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