Paraplanner

Job Description

Overview

Due to continued growth, a well-established Chartered Financial Adviser firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a detail focused individual who enjoys supporting advisers and playing a key role in delivering high quality financial planning, working on a hybrid work basis.

Key Responsibilities

• Preparing client files and maintaining accurate electronic records
• Supporting advisers with pre meeting preparation and, where appropriate, attending meetings
• Conducting financial research and analysis to support advice delivery
• Producing suitability reports, review documentation, and client correspondence
• Creating illustrations, cash flow modelling, and product comparisons
• Assisting with portfolio reviews, including risk profiling and asset allocation analysis
• Working collaboratively with administration colleagues to ensure smooth processing of paperwork and communications
• Identifying planning opportunities within existing client arrangements (such as investments, pensions, or tax efficient wrappers)
• Ensuring all work complies with FCA requirements and internal compliance procedures

Experience & Qualifications

• Previous experience in a paraplanning or technical support role within financial planning
• Holding, or actively working towards, CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Strong written skills with the ability to produce clear, professional client reports
• High attention to detail and strong organisational skills
• A collaborative approach and the confidence to work with advisers and support teams

Benefits

• Study support and exam costs are available in line with company policy, along with ongoing encouragement of continuous professional development
• The firm offers a supportive, professional environment with opportunities to develop technical expertise and progress alongside a growing advice practice