Paraplanner

Are you a detail-driven financial services professional looking to take the next step in your career?

We’re looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes.

If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we’d love to hear from you.

Key Responsibilities:

* Preparing detailed suitability reports and financial planning recommendations

* Conducting research and analysis across pensions, investments, protection, and retirement planning

* Supporting Financial Advisers with client reviews and advice preparation

* Analysing client information and preparing cashflow and financial planning documents

* Liaising with providers and third parties to obtain relevant information

* Ensuring all advice documentation meets compliance and regulatory standards

* Maintaining accurate client records and updating internal systems

* Supporting the smooth progression of client cases from initial advice through to completion

* Keeping up to date with industry changes, regulations, and financial products

* Building strong working relationships with advisers and internal teams

Experience and Skills Requirements

* Previous experience within a Paraplanner role or similar financial planning support position

* Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required

* Strong technical knowledge across investments, pensions, protection, and retirement planning

* Excellent report writing and analytical skills

* Strong attention to detail and ability to work accurately under pressure

* Professional communication skills with a client-focused approach

* Excellent organisational skills with the ability to manage multiple priorities

* Competent IT skills, including Microsoft Office and financial planning software

* Proactive, positive, and committed approach to personal development

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted
Only candidates based in UK and eligible to work in UK are allowed