Paraplanner

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:

• Preparing detailed suitability reports and financial planning recommendations
• Conducting research and analysis across pensions, investments, protection, and retirement planning
• Supporting Financial Advisers with client reviews and advice preparation
• Analysing client information and preparing cashflow and financial planning documents
• Liaising with providers and third parties to obtain relevant information
• Ensuring all advice documentation meets compliance and regulatory standards
• Maintaining accurate client records and updating internal systems
• Supporting the smooth progression of client cases from initial advice through to completion
• Keeping up to date with industry changes, regulations, and financial products
• Building strong working relationships with advisers and internal teams

Experience and Skills Requirements

• Previous experience within a Paraplanner role or similar financial planning support position
• Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required
• Strong technical knowledge across investments, pensions, protection, and retirement planning
• Excellent report writing and analytical skills
• Strong attention to detail and ability to work accurately under pressure
• Professional communication skills with a client-focused approach
• Excellent organisational skills with the ability to manage multiple priorities
• Competent IT skills, including Microsoft Office and financial planning software
• 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.