Paraplanner

We are looking for a high calibre paraplanner to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.

We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning, including the production of cash flow models and high‑quality suitability reports.

• Analyse client information and existing investments/policies
• Tax calculations
• Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
• Write suitability reports for cases of varying complexity
• Run cash flow models for clients
• Be a point of contact for technical queries for planning support and advisers
• Communicate with clients on research and report time scales
• Attend client meetings where required
• Help train other members of the team
• Potentially get involved in some project work to improve systems and processes
• Undertake peer reviews for the paraplanning team

• Strong technical knowledge and understanding of all financial products
• Hold the CII Level 4 diploma in regulated financial planning, and ideally working towards Chartered status
• Minimum 2‑3 years’ experience within a paraplanning role
• Strong IT skills
• Experience with Curo, FE Analytics and Voyant is advantageous
• Good attention to detail
• Good teamwork skills
• Excellent communication skills, both verbally and in writing
• Comfortable working in a fast‑paced environment
• Organised and able to manage a busy workload

Work from the Bath office with a hybrid arrangement: 3 days in the office, remainder working from home.

Salary £35,000‑50,000 depending on experience. 25 days’ holiday plus bank holidays, life assurance, income protection, pension, and access to a flexible benefits platform. The role is 37.5 hours per week between 8:30‑5:30pm.