Paraplanner

In this role, you will provide comprehensive paraplanning support to our advisers, including provider and product research, portfolio analysis, and suitability report writing. You’ll play a key part in delivering high-quality advice solutions and ensuring a seamless client experience.

We Offer

Salary up to £41,200 p.a. dependent on experience plus profit-related bonuses

33 days annual leave (including Bank Holidays) increasing with length of service

10% non-contributory pension, optional personal pension contributions via salary sacrifice, 4 x life assurance

Excellent working environment including free onsite parking, breakfast cereal and fresh fruit, small onsite gym

Key Responsibilities

• Conduct provider and product research, fund performance and risk analysis, and cashflow modelling (using FE Analytics or similar tools).
• Prepare bespoke, compliant suitability reports tailored to individual client needs.
• Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions.
• Support senior staff and advisers with technical analysis and evidence-based recommendations.
• Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies.
• Maintain your own workflow, working independently to meet deadlines and service level agreements.
• Communicate effectively with clients and colleagues via phone, email, and written correspondence.
• Collaborate with team members to ensure consistent service delivery and provide cover during absences when needed.
• Maintain and update the back-office system to ensure client records accurately reflect the advice provided and all related actions undertaken.

Skills & Experience

The ideal candidate will have:

• Proven experience in paraplanning and report writing within financial services.
• Strong technical knowledge of pensions, investments, and retirement planning.
• Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports.
• Experience with:
• Fund performance and risk analysis
• Cashflow modelling
• Various platforms and providers (preferred but not essential)
• A client-focused approach, with a commitment to excellence and relationship-building.
• Exceptional attention to detail and adherence to compliance and quality standards.
• Excellent organisational and time management skills, with the ability to prioritise and manage a high volume of tasks under pressure.
• Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with Curo or similar systems.

Qualifications

• A minimum of 3 years’ industry experience is essential.
• Ideally qualified to Level 4 Diploma in Regulated Financial Planning (DipPFS) or currently working towards completion.