Paraplanner

Role

We are seeking an experienced and detail-oriented Paraplanner to join our financial planning team. The successful candidate will play a key role in supporting Financial Advisers by preparing high-quality suitability reports, conducting technical research, and ensuring all advice is compliant and aligned with regulatory standards. This is an excellent opportunity for a technically strong individual looking to develop within a supportive and client-focused environment.

Responsibilities:

• Prepare accurate and compliant suitability reports based on adviser recommendations

• Conduct in-depth financial product and fund research

• Analyse client information including income, assets, pensions, investments, and protection needs

• Support advisers in the development of financial planning strategies

• Ensure all advice aligns with FCA regulations and internal compliance standards

• Liaise with advisers and administrators to gather and clarify client information

• Assist in preparing cashflow modelling and financial planning scenarios where required

• Maintain accurate and well-organised client records

• Keep up to date with financial products, legislation, and market changes

Skills & Experience Required:

• Diploma in Regulated Financial Planning (Level 4)

• Previous experience in a Paraplanning or technical financial services role

• Strong understanding of financial planning products including pensions, investments, and protection

• Experience writing suitability reports

• Knowledge of FCA regulations and compliance requirements

• Excellent analytical and research skills

• Strong attention to detail and accuracy

• Good communication skills and ability to work collaboratively with advisers