Technical Paraplanner
Listed on 2026-09-26
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Advisor / Consultant
Paraplanner – Job Description
Overview
We are seeking an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. The Paraplanner will be responsible for research, analysis, report writing, and ensuring recommendations align with client objectives and regulatory requirements.
Key ResponsibilitiesPrepare detailed suitability reports in line with FCA requirements
Conduct research and analysis across pensions, investments, protection and other financial planning products
Analyse client fact-finds and assess financial objectives
Undertake cashflow modelling and scenario planning
Liaise with product providers to obtain information, illustrations and valuations
Ensure all client files are compliant and audit-ready
Support advisers with technical queries and complex case work
Maintain accurate and up-to-date client records using back-office systems
Previous experience in a Paraplanner role within an IFA or wealth management firm
Strong technical knowledge of pensions, investments and financial planning products
Experience preparing suitability reports
Working knowledge of FCA regulations and compliance requirements
Proficient in Microsoft Office and financial planning software (e.g. Intelligent Office, Xplan, FE Analytics, Cash Calc)
Excellent analytical skills and attention to detail
Strong written communication skills
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