Paraplanner

We're working with a well-established, financial planning firm that's growing rapidly and looking for a talented Paraplanner to join their team. This is a fantastic opportunity to support experienced Financial Advisers, work on complex client cases, and develop your career in a friendly, collaborative environment.

As a Paraplanner, you'll play a key role in ensuring clients receive professional, compliant, and seamless financial advice. You'll prepare technical reports, conduct research, and provide analysis across investments, pensions, protection, and tax planning.

• Prepare detailed financial planning reports and recommendations in line with regulatory standards.
• Conduct in-depth research and analysis on financial products.
• Support advisers with financial plans, including cashflow modelling and scenario analysis.
• Maintain accurate client records and ensure compliance.
• Liaise with advisers, providers, and clients to implement recommendations efficiently.

• Level 4 Diploma in Financial Planning (DipPFS) or working towards completion.
• Strong technical knowledge of investments, pensions, and protection products.
• Excellent analytical, written, and numerical skills.
• Proficiency with financial planning software such as Cash Calc and FE Analytics.
• Organised, proactive, and able to manage multiple priorities.