Job Description
Job Title: Paraplanner
Description:
We are hiring for our client a highly respected financial planning firm who are seeking an experienced Paraplanner to join their growing team. This is a brilliant opportunity for a technically skilled professional who wants to work alongside Financial Planners to deliver bespoke advice and strategic planning support to a loyal and growing client base.
This Paraplanner role offers variety real client-facing exposure and strong professional development pathways within a high-quality financial planning environment.
Top 3 Things to Know About this Job:
1. Work closely with Financial Planners and attend client meetings
2. Strong technical focus across cashflow forecasting research and report writing
3. Hybrid flexibility professional growth and Chartered support
The Role:
Support Financial Planners with all aspects of client servicing planning and review
Attend client meetings and assist with technical queries
Gather and maintain client data including accurate compliance and documentation
Prepare draft net worth statements cash flow forecasts and financial plans
Conduct product research platform analysis and technical due diligence
Write clear accurate and compliant suitability reports
Liaise with providers and client advisers (legal/tax) as needed
Support implementation of recommendations and assist in annual reviews
Stay up to date with regulatory and market changes
Participate in internal investment committee meetings and team collaboration
The Person:
Minimum 2 years experience in a Paraplanner role
Diploma in Financial Planning (Level 4) essential
Strong technical knowledge of financial planning products and platforms
Proficient in Microsoft Office and financial planning software (e.g. Voyant Intelliflo)
Analytical detail-oriented and confident with complex financial data
Excellent communicator with strong written and interpersonal skills
Able to manage own workload prioritise effectively and work independently
Desire to achieve Chartered status and ongoing CPD compliance
The Rewards:
Competitive salary (based on experience)
Support with Chartered status and exam funding
Hybrid working structure available
Strong internal support team and collaborative culture
Long-term progression and development opportunities
Employment Type : Full-Time
Experience: years
Vacancy: 1