Senior Paraplanner

We are recruiting on behalf of a well-established and growing financial planning firm seeking an experienced Paraplanner to join their team.

This is a fully remote opportunity, offering the flexibility to work from home while supporting Financial Advisers with high-quality technical and administrative assistance. You'll become part of a collaborative business that values accuracy, client service and professional development.

• Prepare suitability reports in line with FCA requirements.
• Conduct technical research across pensions, investments and protection products.
• Analyse client information and make recommendations to support Financial Advisers.
• Prepare client review packs and meeting documentation.
• Carry out product and fund research using industry research tools.
• Liaise with advisers, providers and third parties to obtain information and resolve queries.
• Ensure all documentation is accurate, compliant and completed within agreed timescales.
• Maintain accurate client records using CRM and back-office systems.
• Provide technical support to Financial Advisers throughout the advice process.

• Previous experience as a Paraplanner within an IFA or financial planning firm.
• Strong knowledge of pensions, investments and protection.
• Experience writing suitability reports.
• Excellent technical and analytical skills.
• Experience using CRM and back-office systems.
• High attention to detail and organisational skills.
• Ability to work independently while managing a varied workload.
• Diploma in Regulated Financial Planning (or working towards) is desirable.