Paraplanner

Our client is seeking a motivated and detail-oriented Paraplanner to support Financial Advisers in delivering tailored financial planning solutions. This is an excellent opportunity to become part of a collaborative team that prides itself on delivering exceptional service while supporting ongoing professional development.

As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice.
Key responsibilities include:

• Producing detailed suitability reports and recommendation letters
• Gathering and analysing client information
• Researching financial products and solutions
• Obtaining information from pension providers and third parties
• Supporting Financial Advisers throughout the advice process
• Maintaining accurate client records and documentation
• Keeping up to date with regulatory and legislative changes
• Working closely with administrators and other team members to deliver an exceptional client experience

About You
We're looking for someone who has:

• Previous experience as a Paraplanner within an IFA or Wealth Management environment
• Experience writing suitability reports
• A strong understanding of financial planning products and advice processes
• DipPFS qualification (or working towards it) is desirable
• Excellent analytical and numerical skills
• Exceptional attention to detail
• Strong organisational skills and the ability to manage multiple priorities
• Experience working within a regulated financial services environment
• Proficiency in Microsoft Office, with experience using financial planning software being advantageous

What's on Offer

• Competitive salary of £30,000 - £35,000, depending on experience
• Support with professional qualifications and continued development
• Hybrid working after initial training
• Opportunities for long-term career progression

If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.