Paraplanner

Are you a detail-driven financial services professional looking to take the next step in your career? We’re looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes. If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we’d love to hear from you. Key Responsibilities: • Preparing detailed suitability reports and financial planning recommendations • Conducting research and analysis across pensions, investments, protection, and retirement planning • Supporting Financial Advisers with client reviews and advice preparation • Analysing client information and preparing cashflow and financial planning documents • Liaising with providers and third parties to obtain relevant information • Ensuring all advice documentation meets compliance and regulatory standards • Maintaining accurate client records and updating internal systems • Supporting the smooth progression of client cases from initial advice through to completion • Keeping up to date with industry changes, regulations, and financial products • Building strong working relationships with advisers and internal teams Experience and Skills Requirements • Previous experience within a Paraplanner role or similar financial planning support position • Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required • Strong technical knowledge across investments, pensions, protection, and retirement planning • Excellent report writing and analytical skills • Strong attention to detail and ability to work accurately under pressure • Professional communication skills with a client-focused approach • Excellent organisational skills with the ability to manage multiple priorities • Competent IT skills, including Microsoft Office and financial planning software • Proactive, positive, and committed approach to personal development If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.