Paraplanner

Paraplanner

A highly respected financial planning firm is seeking an experienced and qualified Paraplanner to join its growing technical team. This is an excellent opportunity to join a collaborative and forward-thinking business where paraplanners are a valued part of the advice process.

The successful candidate will support advisers through the preparation of high-quality suitability reports, technical research, and financial planning recommendations across pensions, investments and protection.

Key Responsibilities

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• Prepare suitability reports across pensions, investments and protection.
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• Conduct technical, product and provider research.
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• Support advisers with recommendations and financial planning strategies.
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• Liaise with advisers, administrators and providers to progress cases efficiently.
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• Ensure work meets regulatory and compliance standards.
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• Contribute to the ongoing improvement of paraplanning processes.
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About You

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• Level 4 Diploma in Financial Planning (or equivalent).
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• Previous paraplanning experience within a financial planning environment.
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• Strong technical knowledge of pensions and investments.
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• Excellent report-writing skills and attention to detail.
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• Organised, proactive and able to work independently or as part of a team.
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• Progress towards Chartered status would be advantageous.
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What's on Offer

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• Hybrid working.
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• Competitive salary dependent on experience.
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• Strong pension and wider benefits package.
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• Support towards further professional qualifications, including Chartered status.
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• Clear career development opportunities within a supportive technical team.
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This is a fantastic opportunity for a qualified paraplanner looking to join a stable, professional firm that invests in its people and supports long-term career progression.