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:
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Preparing detailed suitability reports and financial planning recommendations
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Conducting research and analysis across pensions, investments, protection, and retirement planning
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Supporting Financial Advisers with client reviews and advice preparation
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Analysing client information and preparing cashflow and financial planning documents
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Liaising with providers and third parties to obtain relevant information
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Ensuring all advice documentation meets compliance and regulatory standards
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Maintaining accurate client records and updating internal systems
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Supporting the smooth progression of client cases from initial advice through to completion
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Keeping up to date with industry changes, regulations, and financial products
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Building strong working relationships with advisers and internal teams
Experience and Skills Requirements
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Previous experience within a Paraplanner role or similar financial planning support position
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Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required
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Strong technical knowledge across investments, pensions, protection, and retirement planning
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Excellent report writing and analytical skills
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Strong attention to detail and ability to work accurately under pressure
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Professional communication skills with a client-focused approach
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Excellent organisational skills with the ability to manage multiple priorities
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Competent IT skills, including Microsoft Office and financial planning software
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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
