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