Technical Client Support Specialist ​/ Paraplanner

£38,000–£45,000 + discretionary bonus & benefits

Our client is a growing Independent Financial Adviser firm looking for a Level 4 Qualified Technical Client Support Specialist / Paraplanner to join their friendly and collaborative team.

This is a great opportunity for someone who enjoys the technical side of financial planning and is keen to broaden their knowledge and progress towards Level 6.

• Reviewing client circumstances and existing arrangements.
• Conducting technical research across pensions, investments, protection, taxation and estate planning.
• Completing financial planning calculations.
• Preparing suitability reports and recommendation documentation.
• Supporting advisers with cashflow modelling and technical strategy.
• Managing cases through to completion and liaising with providers and colleagues.
• Contributing to improving technical processes and standards.
• Developing your knowledge and taking on increasingly complex cases over time.

• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Experience in a Paraplanning, Technical Support or Financial Planning role within an IFA or wealth management environment.
• Good knowledge of pensions, investments, protection and taxation.
• Strong analytical, research and written communication skills.
• Excellent attention to detail and organisation.
• A genuine interest in continuing professional development.

Level 6 / Chartered status isn’t essential – support will be provided for the right person looking to progress.

• £38,000–£45,000 depending on experience.
• Discretionary bonus.
• Life & critical illness cover.
• Income protection.
• Pension scheme.
• Support towards professional development and Level 6 progression.
• Flexible hybrid or home-based working.
• Friendly, collaborative working environment.

#Financial Services