Paraplanner

Hours: 32.5 hours per week (full-time)

Working arrangements: Hybrid - With 2 days per week in the office, including a Tuesday and one other full day. The paraplanner has the flexibility to work the remaining 3 days from home or in the office, according to preference.

About the Role

We are looking for a motivated and technically capable Paraplanner to join our team, supporting our Partners and Advisers in delivering high-quality financial advice and excellent client outcomes.

This is a varied role covering all aspects of the financial advice process, from researching recommendations and preparing suitability letters to supporting new business and ongoing client reviews.

You will work closely with Partners, Advisers and colleagues to ensure advice is accurately documented, cases progress efficiently and clients receive a high standard of service. The role offers a combination of technical paraplanning, financial calculations, case management and client support, providing an opportunity to develop your expertise across a broad range of financial planning activities.

We are looking for someone who is organised, detail-oriented and proactive, with a genuine commitment to producing high-quality work and supporting the wider team.

Key Responsibilities

• Prepare suitability letters and supporting documentation across a range of financial planning cases.
• Work with Partners and Advisers to research, discuss and prepare appropriate advice recommendations.
• Complete financial calculations, cashflow modelling and projections to support client recommendations.
• Prepare advice cycles and CFR’s to ensure they are complete and ready for Business Assurance (BA) checking.
• Obtain and ensure relevant ceding scheme information, supporting documentation and calculations are complete and available for checking.
• Prepare for client meetings, including producing presentation packs, meeting notes and relevant supporting documentation.
• Support new business processing and ongoing advice activities, including client reviews, investment switches and drawdown reviews.
• Manage allocated cases from start to completion, ensuring work is accurate, compliant and completed within agreed timescales.
• Maintain accurate client records and ensure documentation meets regulatory and internal requirements.
• Monitor case progress, follow up outstanding actions and help maintain efficient workflows.
• Provide technical and administrative support to advisers throughout the advice process.
• Work collaboratively with colleagues to deliver excellent client service and maintain high standards of compliance.
• Keep up to date with industry developments, regulatory requirements and professional training.

About You

We are looking for someone who has:

• Experience working within an FCA-regulated financial services environment.
• A good understanding of the financial advice process and associated documentation.
• Strong attention to detail and a commitment to accuracy and compliance.
• Excellent organisational skills and the ability to manage competing priorities.
• Confident written and verbal communication skills.
• A proactive approach, with the ability to take ownership of tasks and work effectively as part of a team.
• A willingness to learn, develop and maintain up-to-date technical knowledge.

A CII Diploma in Regulated Financial Planning and/or an SJP Diploma Qualified Paraplanner qualification would be advantageous.

Working Arrangements

We offer hybrid working, with a balance of office-based collaboration and home working.

Our full-time working week is 32.5 hours, with the following arrangements:

• Every Tuesday: Working in the office.
• One additional full day per week: Working in the office, on a day to be agreed.
• The remaining three days: Working from home or the office, according to your preference.

Why Join Us?

This is an opportunity to join a supportive team in a varied paraplanning role where you can contribute to the delivery of quality financial advice and make a real difference to the client experience.

With exposure to a broad range of financial planning activities, the role offers opportunities to build your technical expertise, develop professionally and work closely with experienced advisers.

If you are looking for a role that combines technical challenge, variety and flexibility, we would love to hear from you.