Paraplanner

Paraplanner (Hybrid) - Kimbolton

£40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led Culture

Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes?

This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment.

The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you'll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture.

The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly.

The Role:

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• Conduct whole-of-market research to identify suitable financial planning solutions
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• Analyse client information and interpret data gathered by Financial Advisers
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• Prepare suitability reports and recommendation letters
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• Produce quotations and technical illustrations using industry research tools
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• Process new business applications and manage cases through to completion
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• Obtain outstanding information from providers and clients where required
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• Ensure all work is completed in line with FCA and internal compliance requirements
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• Keep up to date with product, legislative, and regulatory changes
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• Support advisers in delivering an exceptional client experience
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The Person:

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• Previous Paraplanning or technical support experience within an IFA practice
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• Strong understanding of financial planning products and whole-of-market research
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• Experience preparing suitability reports and processing new business
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• Good knowledge of FCA compliance and regulatory requirements
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• Excellent organisational skills and attention to detail
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• Strong communication skills with a proactive and professional approach
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• Ideally Level 4 Diploma qualified or working towards the qualification
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