Paraplanner

Work Type:
Hybrid - 3 days in-office (Tuesday to Thursday), 2 days remote (Monday and Friday)

Hours:

Full-time, 37.5 hours/week (Monday to Friday, 9:00am-5:30pm)

• Salary: £35,000 - £45,000 (depending on experience and qualifications)
• Holiday: 25 days annual leave plus bank holidays, with a holiday purchase scheme
• Pension:
  Contributory pension scheme with salary exchange benefits
• Life assurance: 3x salary
• Employee Assistance Programme
• Study support toward Level 4 Diploma and beyond

• Produce high-quality suitability reports for pensions, investments, and complex financial planning cases
• Draft advice letters and recommendations in line with FCA guidelines
• Support annual review meetings with tailored documentation and performance reports
• Conduct research using tools such as FE Analytics, Cash Calc, and Defaqto
• Build detailed cash flow models to support client financial goals
• Respond to complex client and adviser queries with technical accuracy
• Maintain and update CRM systems (e.g. X-Plan, Intelligent Office)
• Collaborate with advisers and occasionally attend client meetings
• Ensure compliance with all relevant regulations and internal standards

• Paraplanning experience within an IFA or financial planning setting
• Diploma in Regulated Financial Planning (CII Level 4 or equivalent) or close to completing
• Excellent report writing and communication skills
• High attention to detail, strong organisational skills, and time management