Paraplanner

Quick Questions :
Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is seeking a Paraplanner to join their expanding paraplanning team.

This is a fantastic opportunity to work in a high-growth, collaborative environment, supporting advisers and contributing to excellent client outcomes.

The Role :
The successful candidate will work closely with advisers and senior leadership to deliver accurate, compliant, and client-focused advice. This is a key role within the team, providing support on complex cases and helping to maintain high-quality advice standards across the business.

Key Duties:

Produce suitability reports and letters covering investments, pensions, tax planning, trusts, and protection products. Conduct research and detailed analysis to support financial advice. Prepare cash flow forecasts and assist with complex planning cases. Skills & Experience Required :
Diploma in (Regulated) Financial Planning (or equivalent), or near completion. Paraplanning experience, or strong interest in progressing into paraplanning. Excellent understanding of FCA regulations and advice standards. Strong technical knowledge of pensions, investments, tax planning, and protection products. Apply Today:
Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.

Note:

Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.