THE ROLE PARAPLANNER Producing comprehensive suitability reports and financial planning documentation
Conducting technical research across pensions, investments, protection, and retirement planning
Supporting advisers with FCA-compliant recommendations
Using financial planning platforms and software to analyse and model solutions
Ensuring advice is accurate, compliant, and clearly presented
Operating effectively within a fast-paced financial planning practice
ABOUT YOU
Minimum 2 years experience within financial services or an IFA environment
Strong understanding of FCA regulation and financial planning solutions
Proven paraplanning and report writing experience
Level 4 Diploma qualified (or working towards)
Analytical, detail-oriented, professional, and proactive
Confident with Microsoft Office and financial planning systems
Right to Work in the UK
WORKING PATTERN MondayFriday, 9:00am5:00pm
Hybrid working available following probation
BENEFITS
Employee-owned Trust company
Company pension scheme
Death in service benefit
Sickness policy (post-probation)
20 days holiday + bank holidays + ChristmasNew Year shutdown
Holiday increases after 2, 5, and 10 years service
Hybrid working
Parking permit (office-based)
Social events
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