Job Description
Paraplanner / Technical Support Location
Competitive salary + benefits (DOE)
Hybrid working available
I m recruiting for an established Independent Financial Adviser firm who are looking to add a talented Paraplanner / Technical Support professional to their team. This is an excellent opportunity to work closely with Advisers, supporting the delivery of high-quality client outcomes while developing your technical expertise.
Key Responsibilities:
- Maintain and update client records on Intelligent Office (IO)
- Provide research on products and funds for Advisers
- Draft suitability reports in line with compliance standards
- Process applications, instructions, and new business
- Produce valuations and review packs for client meetings
- Obtain accurate quotations, key features, and applications for Adviser appointments
- Review and assess client/adviser documentation for compliance
- Build and maintain strong relationships with clients, colleagues, and providers
- Act as a point of contact for Advisers, clients, and third parties
Skills & Experience Required:
- Experience within a Paraplanning or Financial Services support role
- Strong understanding of the financial planning process
- Skilled in report writing and research, with great attention to detail
- Confident analysing financial data and presenting findings clearly
- Competent IT skills (Microsoft Office, Intelligent Office)
- Excellent interpersonal and communication skills
- Organised, proactive, and able to prioritise workload effectively
Personal Attributes:
- Professional integrity with a client-focused mindset
- Team player with the ability to work independently
- Flexible and adaptable with a commitment to continuous improvement
- Strong problem-solving ability and attention to detail
This role would suit an experienced IFA Administrator, Trainee Paraplanner, or Paraplanner looking to progress in a supportive and professional environment.
If you d like to explore this opportunity further, feel free to reach out directly.
