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:

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

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• Previous experience within a Paraplanner role or similar financial planning support position
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• Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required
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• Strong technical knowledge across investments, pensions, protection, and retirement planning
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• Excellent report writing and analytical skills
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• Strong attention to detail and ability to work accurately under pressure
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• Professional communication skills with a client-focused approach
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• Excellent organisational skills with the ability to manage multiple priorities
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• Competent IT skills, including Microsoft Office and financial planning software
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• Proactive, positive, and committed approach to personal development
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If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.