Paraplanner

Working pattern: Hybrid – up to 2 days working from home per week

About the Opportunity

We are working with a growing, Chartered financial planning firm that prides itself on technical excellence, professionalism and delivering outstanding client outcomes.

Established in 2009, the firm manages over £420 million in client assets and has ambitious plans for continued growth over the next five years. As part of this growth, the business is investing in its highly valued Paraplanning team to support an expanding team of client-facing financial advisers.

This is an excellent opportunity for an experienced Paraplanner to join a collaborative and supportive environment where technical expertise, professional development and career progression are actively encouraged.

The Role

As a Paraplanner, you will play a key role in supporting the financial advice process by conducting detailed research, analysing client information and preparing high-quality suitability reports and supporting documentation.

You will work closely with financial advisers to develop appropriate financial planning solutions that meet clients’ individual needs and objectives, while ensuring recommendations are clearly documented and comply with regulatory and internal requirements.

The successful candidate will be organised, technically strong and confident managing their own workload in a busy financial planning environment.

Key Responsibilities

• Work closely with financial advisers following client meetings to understand client needs, objectives and agreed actions.
• Interpret and analyse client information to identify appropriate financial planning solutions.
• Conduct detailed research into financial products and services, particularly pensions and investments.
• Prepare clear, accurate and technically robust suitability reports.
• Produce client-specific illustrations, key features documentation and supporting reports.
• Document research findings and maintain appropriate supporting evidence.
• Draft recommendations and financial solutions tailored to individual client circumstances.
• Prepare existing client files for review meetings.
• Maintain accurate, complete and compliant client records.
• Ensure all work is completed in line with regulatory requirements, compliance procedures and internal business processes.
• Manage competing priorities effectively while maintaining high standards of accuracy and service.
• Work collaboratively with advisers and colleagues across the wider financial planning team.

About You

We are looking for an experienced Paraplanner who takes pride in producing high-quality work and is committed to delivering excellent client outcomes.

You will ideally have:

• At least two years’ experience working in a Paraplanning role within a financial planning business.
• A strong understanding of the financial planning process and the advice journey.
• The ability to produce professional, technically accurate suitability reports and supporting documentation.
• Good technical knowledge of pensions and investments.
• Strong research, analytical and report-writing skills.
• A sound understanding of compliance requirements and the importance of robust file management.
• The ability to work independently, take ownership of tasks and deliver agreed outcomes.
• Excellent organisational skills, with the ability to manage multiple priorities and deadlines.
• A proactive, positive and detail-oriented approach.
• Strong communication skills and the ability to work effectively as part of a team.

Qualifications: Ideally, you will hold the Level 4 Diploma in Financial Planning, or an equivalent relevant qualification, and have a strong technical grounding in pensions and investments.

Why Join?

This is an opportunity to join a growing, Chartered financial planning business that recognises the important contribution paraplanners make to the advice process.

You will benefit from a supportive team environment, access to experienced financial advisers and paraplanners, and opportunities to develop your technical expertise across pensions, investments, protection, research, report writing and financial planning.

The firm is committed to supporting ongoing professional development and encourages individuals to work towards further qualifications and progress their careers.

Benefits Package

• Competitive salary based on experience and qualifications.
• 25 days’ annual leave.
• Employer pension contributions.
• Four times salary death-in-service benefit.
• Flexible working arrangements.
• Hybrid working, with up to two days per week from home.
• Free parking.

Interested?

If you are an experienced Paraplanner looking for your next opportunity within a growing, professional and supportive financial planning environment, we would welcome your application.