Paraplanner

Role

We are seeking an experienced and detail-oriented Paraplanner to join our financial planning team. The successful candidate will play a key role in supporting Financial Advisers by preparing high-quality suitability reports, conducting technical research, and ensuring all advice is compliant and aligned with regulatory standards. This is an excellent opportunity for a technically strong individual looking to develop within a supportive and client-focused environment.

Responsibilities

• Prepare accurate and compliant suitability reports based on adviser recommendations
• Conduct in-depth financial product and fund research
• Analyse client information including income, assets, pensions, investments, and protection needs
• Support advisers in the development of financial planning strategies
• Ensure all advice aligns with FCA regulations and internal compliance standards
• Liaise with advisers and administrators to gather and clarify client information
• Assist in preparing cashflow modelling and financial planning scenarios where required
• Maintain accurate and well-organised client records
• Keep up to date with financial products, legislation, and market changes

Skills & Experience Required

• Diploma in Regulated Financial Planning (Level 4)
• Previous experience in a Paraplanning or technical financial services role
• Strong understanding of financial planning products including pensions, investments, and protection
• Experience writing suitability reports
• Knowledge of FCA regulations and compliance requirements
• Excellent analytical and research skills
• Strong attention to detail and accuracy
• Good communication skills and ability to work collaboratively with advisers

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