Paraplanner

Paraplanner

Key Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests.

Our client is seeking a Paraplanner for a critical role supporting a high-performing adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties, working within a fun, dynamic, and professional environment.

Our client is a well‑respected financial planning firm with an excellent reputation. The team takes pride in delivering high‑quality work, prioritising client care, and providing bespoke financial solutions. They enjoy long‑standing client relationships, exceptional retention rates, and have experienced consistent growth. The firm is forward‑thinking, embraces technology, and prides itself on technical expertise and outstanding customer service.

• Conduct investment portfolio reviews, including asset allocation analysis aligned to clients' attitude to risk;
• Compile investment, pension, and protection illustrations, projections and supporting documentation;
• Prepare suitability reports and client service agreement letters;
• Assist with checking valuations;
• Ensure all client files comply with FCA regulations and internal policies;
• Deliver a comprehensive paraplanner service within an IFA environment.

Working…