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.