Paraplanner

The Paraplanner role supports Financial Advisers through a range of administrative and technical tasks, from preparing documentation to conducting client reviews. It combines client service, report preparation, and compliance support in a fast-paced, professional financial planning environment.

Client Details

The client is a boutique financial services firm offering high-quality mortgage and equity release advice from a whole-of-market panel. They also provide protection solutions from leading UK insurers, along with long and short-term financial planning strategies tailored to clients' needs.

Description

The Paraplanner's duties include:

• Preparing new business documentation and regular client review packs.

• Producing and updating accurate client portfolio valuations and reports.

• Collaborating with advisers to interpret financial advice based on each client's needs and objectives.

• Preparing suitability reports and recommendation documents.

• Carrying out anti-money laundering checks and obtaining literature from providers.

• Managing appointment bookings and client communications.

• Maintaining lead records and progress tracking.

• Ensuring advisers have access to up-to-date literature and technical information.

• Staying informed on relevant product, legislative, and industry changes.

Profile

The ideal Paraplanner candidate will have experience within an IFA or wealth management setting, supporting advisers in a paraplanning or technical administration role. A strong understanding of investments, pensions, protection/life cover, and ideally, tax or trust arrangements is essential. They will be Level 4 Diploma qualified, confident working independently or as part of a team, and possess excellent communication and organisational skills.

Job Offer

The successful candidate will join a small, professional, and client-focused team based in Grantham. The role offers the chance to work closely with experienced Financial Advisers in a supportive environment, with ongoing learning and development in a comprehensive financial planning practice.