Paraplanner

The Paraplanner will provide high-quality technical and administrative support to the financial planners and clients.

Duties will include but are not limited to:

• Preparing detailed, accurate and compliant suitability reports across all advice areas.
• Conducting research and analysis on products and funds to support client recommendations.
• Preparing documentation for client meetings, including valuations and reports.
• Liaising with external providers to obtain policy information, projections and illustrations.
• Ensuring client files are accurate, compliant and maintained to a high standard.
• Assisting with the processing and implementation of new business.
• Supporting advisers with ongoing client servicing, reviews, portfolio updates and day‑to‑day queries.
• Maintaining accurate data entry and workflow management within the back‑office system.
• Co-ordinating advisers’ diaries and ensuring timely follow‑up actions.
• Maintaining a high level of client communication and service.
• Keep up to date with financial products, legislation and regulatory changes.

We are seeking a proactive individual with a strong technical background in financial planning who can work independently and as part of a team in a dynamic environment.

Key skills and experience include:

• Level 4 Diploma in Regulated Financial Planning (CII) or close to completion.
• Minimum 3 years’ experience in a paraplanning or similar client‑support role.
• Strong understanding of investments, pensions, and protection products.
• Proven experience writing clear, accurate and compliant suitability reports.
• Excellent attention to detail and strong organisational skills.
• Team player with a professional and positive approach
• Confident communicator, both written and verbal.
• Proficient in Microsoft Office applications including Excel and Word.
• Experience with cash flow modelling is desirable.