Paraplanner

A growing and ambitious financial planning firm is looking to appoint an experienced Paraplanner to support its expanding adviser team.

This is a unique opportunity to join a business at an exciting stage of growth, where you will play a key role in shaping the paraplanning function as the firm continues to scale. The position offers genuine long-term progression, with opportunities to move into senior and leadership responsibilities as the team develops.

Working closely with advisers, you will be responsible for delivering high-quality technical support across a broad range of complex client cases, helping to ensure advice is suitable, compliant and tailored to client objectives.

• Preparing detailed suitability reports and recommendation letters
• Conducting technical research across pensions, investments, protection and estate planning
• Producing cashflow modelling and financial planning analysis
• Supporting advisers with complex client cases and financial planning strategies
• Ensuring advice files meet regulatory and compliance standards
• Liaising with providers and investment managers where required
• Contributing to the ongoing development of paraplanning processes and best practice

• DipPFS / Level 4 qualified as a minimum
• Proven paraplanning experience within a financial planning environment
• Strong suitability report writing experience
• Ability to manage complex cases independently
• Excellent technical knowledge across pensions, investments and protection
• Strong attention to detail and organisational skills

Please apply with your CV for consideration.