Paraplanner

Paraplanner A highly respected financial planning firm is seeking an experienced and qualified Paraplanner to join its growing technical team. This is an excellent opportunity to join a collaborative and forward-thinking business where paraplanners are a valued part of the advice process. The successful candidate will support advisers through the preparation of high-quality suitability reports, technical research, and financial planning recommendations across pensions, investments and protection.

Key Responsibilities Prepare suitability reports across pensions, investments and protection. Conduct technical, product and provider research. Support advisers with recommendations and financial planning strategies. Liaise with advisers, administrators and providers to progress cases efficiently. Ensure work meets regulatory and compliance standards. Contribute to the ongoing improvement of paraplanning processes. About You Level 4 Diploma in Financial Planning (or equivalent). Previous paraplanning experience within a financial planning environment.

Strong technical knowledge of pensions and investments. Excellent report-writing skills and attention to detail. Organised, proactive and able to work independently or as part of a team. Progress towards Chartered status would be advantageous. What's on Offer Hybrid working. Competitive salary dependent on experience. Strong pension and wider benefits package. Support towards further professional qualifications, including Chartered status. Clear career development opportunities within a supportive technical team.

This is a fantastic opportunity for a qualified paraplanner looking to join a stable, professional firm that invests in its people and supports long-term career progression.