Paraplanner

Paraplanner A highly respected financial planning firm is seeking an experienced and qualified Paraplanner to join its growing technical team. This is an excellent opportunity to join a collaborative and forward-thinking business where paraplanners are a valued part of the advice process. The successful candidate will support advisers through the preparation of high-quality suitability reports, technical research, and financial planning recommendations across pensions, investments and protection. Key Responsibilities • Prepare suitability reports across pensions, investments and protection. • Conduct technical, product and provider research. • Support advisers with recommendations and financial planning strategies. • Liaise with advisers, administrators and providers to progress cases efficiently. • Ensure work meets regulatory and compliance standards. • Contribute to the ongoing improvement of paraplanning processes. About You • Level 4 Diploma in Financial Planning (or equivalent). • Previous paraplanning experience within a financial planning environment. • Strong technical knowledge of pensions and investments. • Excellent report-writing skills and attention to detail. • Organised, proactive and able to work independently or as part of a team. • Progress towards Chartered status would be advantageous. What's on Offer • Hybrid working. • Competitive salary dependent on experience. • Strong pension and wider benefits package. • Support towards further professional qualifications, including Chartered status. • Clear career development opportunities within a supportive technical team. This is a fantastic opportunity for a qualified paraplanner looking to join a stable, professional firm that invests in its people and supports long-term career progression.