Paraplanner
Listed on 2026-10-22
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Are you an experienced Paraplanner looking for your next career move with a well-established wealth management firm? This Paraplanner job offers the opportunity to work on technical financial planning cases in a supportive, office-based environment.
As a Paraplanner, you'll be responsible for producing comprehensive technical reports across pensions, investments, bonds, EIS, SEIS, and VCTs. This isn't an admin-heavy role – you'll focus purely on paraplanning work, with a separate team handling minor transactions and top-ups. Whether you're diploma-qualified or have solid report writing experience gained through IFA administration, this Paraplanner position welcomes applications from those ready to develop their technical skills.
Your Paraplanner duties will include:
- Researching and preparing detailed pension transfer reports
- Producing investment and bond recommendations
- Completing technical reports for EIS, SEIS, and VCT cases
- Liaising with advisers to deliver high-quality technical support
- Ensuring all work meets regulatory standards
Paraplanner Requirements:
- Essential:
Experience in financial services with report writing exposure
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