Responsibilities
* Support Financial Planners in delivering high-quality financial advice to clients.
* Prepare detailed and compliant suitability reports covering pensions, investments, protection, and retirement planning.
* Conduct technical research and analysis using provider platforms and industry tools.
* Review client files to ensure compliance with FCA regulations.
* Liaise with advisers, administrators, and providers to gather necessary information.
* Maintain accurate records within the firm’s back-office system.
* Assist in the development of financial strategies tailored to individual client needs.
Requirements
* Previous experience as a Paraplanner within an IFA or Wealth Management firm.
* Diploma qualified (DipPFS, DipFA or equivalent) or working towards Chartered status.
* Strong technical knowledge of pensions, investments, and financial planning.
* Excellent written and verbal communication skills.
* Confident using financial planning software and provider platforms.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance
Industries
* Staffing and Recruiting
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