Paraplanner

Overview

We are proud to be working in partnership with a respected financial planning firm to recruit an experienced Paraplanner / Financial Adviser Support professional.

This is an excellent opportunity to join a well-established organisation that provides comprehensive wealth management and financial planning services to a diverse client base. The successful candidate will play a key role in supporting Financial Advisers by preparing detailed financial plans, conducting research, and ensuring all client recommendations are accurate, compliant, and aligned with company standards.

Key Responsibilities

• Support advisers by researching financial products including pensions, investments, and protection plans.
• Prepare suitability reports, client review documents, and financial planning summaries.
• Analyse client portfolios and assist in developing tailored financial recommendations.
• Communicate with product providers to obtain policy information and quotations.
• Maintain accurate client records and ensure all work meets FCA compliance requirements.
• Stay informed about changes in financial legislation, taxation, and product developments.
• Contribute to a collaborative and high-performing adviser support team.

Skills and Qualifications

• Level 4 Diploma in Regulated Financial Planning (or working towards it) desirable.
• Proven experience within a paraplanning or financial advice support role.
• Solid understanding of financial products, investment principles, and tax considerations.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills, with high attention to detail.
• Proficiency in Microsoft Office and financial planning software such as Intelliflo, Voyant, or Xplan.

Career Development

This role offers clear progression opportunities within the firm, including routes into Senior Paraplanning, Technical Specialist, or Financial Adviser positions. The company encourages ongoing professional development and provides support towards achieving advanced qualifications.