Senior Paraplanner

Are you a technically strong Paraplanner looking to take your next step in a collaborative, high-performing financial planning team? We’re looking for a Technical Consultant to provide expert support to our advisers and help deliver exceptional client outcomes.

eAs a Technical Consultant (Paraplanner), you will play a pivotal role in supporting Financial Planners by preparing high-quality, compliant, and tailored financial recommendations

.You’ll analyse client data, conduct in-depth research, and produce suitability reports, ensuring every piece of advice is aligned to client goals and regulatory standards

.You’ll also have the opportunity to contribute to complex client cases, work alongside Chartered Financial Planners, and be part of a team that values technical excellence and continuous improvement

• ry Analyse client circumstances, objectives, and attitude to ri
• sk Conduct detailed research across pensions, investments, protection, and tax planni
• ng Prepare high-quality suitability reports and recommendation documen
• ts Provide technical expertise to support advisers on complex cas

• ntWork closely with Financial Planners to design appropriate client strategi
• es Ensure all client files are complete, accurate, and fully complia
• nt Support the implementation of advice and maintain smooth client journe
• ys Liaise with clients, providers, and professional connections where requir

• sk Ensure all work meets FCA regulations and internal standar
• ds Maintain accurate client records and audit trails (CRM system
• s)
  Keep up to date with regulatory, legislative, and product develop men

• ce Manage workload effectively to meet deadlines and SL
• AsUse internal systems to maintain and update client da
• ta Identify opportunities to improve processes and efficiency within the te

• For Proven experience as a Paraplanner within a UK financial advice f
• irm Strong technical knowledge of pensions, investments, protection, and tax plann
• ing Excellent organisation, attention to detail, and analytical ski
• lls Strong communication and relationship-building abil
• ity Proficiency in financial planning tools and Microsoft Off

ions Essential:
Diploma in Financial Planning (Dip

PFS)
Desirable:
Working towards Chartered status (Leve

• n Us?
  
  Hybrid working (3 days office-based in Marlow, 2 re
• mote)
  Work alongside experienced Chartered Financial Planners on complex cases as part of a collaborative, growing team that values technical excel
• lence
  
  Opportunity to progress toward Chartered s
• tatus
  
  Make a direct impact on client outcomes and advice qu
• ality
  
  Contribute to a business that places clients and people at its