Paraplanner

Job Description

Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well‑researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.

• Preparing clear and compliant suitability reports tailored to client circumstances
• Conducting research across pensions, investments, protection, and tax planning
• Analyzing client data and risk profiles to inform advice strategies
• Collaborating with advisers to refine recommendations and clarify client needs
• Ensuring all advice meets FCA requirements and internal compliance standards
• Supporting advisers with technical input and evidence‑based solutions
• Explaining our approach to financial advice and ensuring clients understand recommendations
• Contributing to process improvements and maintaining high governance standards

• Experience in a paraplanning role producing accurate, compliant reports
• Strong knowledge of pensions, investments, protection, and tax planning
• Awareness of FCA regulations, including COBS and Consumer Duty principles
• Ability to interpret client data and communicate technical concepts clearly
• Skilled in using financial planning tools and CRM systems (e.g., Intelligent Office)
• Proven ability to build rapport with advisers and clients
• Exposure to cashflow modelling and standard planning scenarios
• Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience) is desirable

• The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand‑new electric car through tax‑efficient salary sacrifice (permanent employees only)
• Discounts on our own products and at a range of high‑street stores and online
• Well‑designed work spaces designed to enhance collaboration and wellbeing