Paraplanner

Job Description - Paraplanner

Paraplanner

Swindon

08:30am – 17.00pm Monday to Thursday and 8.30am – 15.00pm on Fridays

Up to £40,000 DOE

We have partnered with a well-established wealth management organisation, who are growing their team with an experienced paraplanner. You will be responsible for supporting Financial Advisers by producing compliant suitability reports and offering technical and administrative assistance in all areas of financial planning.

Key Responsibilities:

Prepare compliant Suitability Letters and Client Fact Reports (CFRs)
Gather, analyse, and interpret client and third-party financial data
Conduct research to support financial recommendations
Complete critical yield calculations and generate accurate illustrations
Ensure all documentation is accurate, consistent, and compliant
Maintain and update client data in Salesforce
Respond to internal technical queries and support the wider team
Liaise with Business Assurance to ensure quality and turnaround standards
Keep up to date with industry regulations, internal processes, and product changes
Manage personal workflow and contribute to process improvements

The Ideal Candidate:

Diploma-qualified (minimum); working towards Chartered status preferred
Prior experience as a Paraplanner or in a similar technical support role
Strong attention to detail and analytical thinking
Excellent written communication and grammar
Proficient in Salesforce and Microsoft Outlook
Ability to manage multiple tasks and meet deadlines
Knowledge of pensions, investments, tax, and trusts
Comfortable working independently and collaboratively
Familiarity with templated reports and compliance framework

Original job Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Paraplanner

Job Description - Paraplanner

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