Paraplanner

Paraplanner Location: Richmond (Hybrid Working) Salary: £55,000 per annum + Benefits About the RoleAn exciting opportunity has arisen for a experienced Paraplanner to join a well-established and growing financial planning firm. This role offers the chance to work closely with experienced Financial Advisers, providing high-quality technical support and helping to deliver tailored financial planning solutions to clients. The successful candidate will join a supportive and collaborative team environment, with excellent opportunities for career progression, ongoing training, and support towards Chartered status. Following an initial training period, the role offers a hybrid working arrangement, combining remote working, office-based collaboration, and in-person meetings depending on business and client needs. Key Responsibilities • Conduct detailed financial analysis to support the preparation of comprehensive financial plans. • Gather and organise client information, including income, expenditure, assets, and liabilities. • Use financial planning software to model scenarios and cashflow projections. • Prepare suitability reports, investment recommendations, and technical research. • Assist advisers in developing and implementing bespoke financial strategies. • Research financial products and investment solutions. • Ensure all work complies with FCA regulations and internal procedures. • Maintain accurate and up-to-date client records. • Keep abreast of market developments, legislation, and regulatory changes. About YouYou will be a highly organised and analytical professional with strong technical knowledge and a genuine passion for financial planning. Qualifications • CII Level 4 Diploma qualified (or equivalent) with substantial paraplanning experience. • Ambition to progress towards Chartered Financial Planner status (fully supported). • Minimum of 5 GCSEs (or equivalent), including Maths and English. Knowledge & Experience • Good understanding of pensions, investments, personal tax, estate planning, and protection. • Ability to perform basic tax calculations. • Proven experience in an established Paraplanning role within a financial planning environment. • Strong understanding of the end-to-end financial planning process. • Experience with financial planning and back-office systems such as Genovo and/or Intelliflo Office. Skills • Excellent analytical and report-writing skills. • Strong organisational abilities and attention to detail. • Ability to prioritise workloads and meet deadlines. • Effective communication skills, both written and verbal. • Proficient in Microsoft Word, Excel, and Outlook. • Team-oriented with a proactive and professional approach. What’s on Offer • Competitive salary of £55,000. • Hybrid working arrangement. • Comprehensive benefits package. • Full support for professional qualifications and Chartered status. • Clear opportunities for career progression. • Collaborative and supportive working environment. Apply NowIf you are an experienced Paraplanner looking to join a forward-thinking financial planning business in Richmond, this is an excellent opportunity to take the next step in your career.