Paraplanner

Overview

We are proud to be working in partnership with a respected financial planning firm to recruit an experienced Paraplanner / Financial Adviser Support professional.

This is an excellent opportunity to join a well-established organisation that provides comprehensive wealth management and financial planning services to a diverse client base. The successful candidate will play a key role in supporting Financial Advisers by preparing detailed financial plans, conducting research, and ensuring all client recommendations are accurate, compliant, and aligned with company standards.

• Support advisers by researching financial products including pensions, investments, and protection plans.

• Prepare suitability reports, client review documents, and financial planning summaries.

• Analyse client portfolios and assist in developing tailored financial recommendations.

• Communicate with product providers to obtain policy information and quotations.

• Maintain accurate client records and ensure all work meets FCA compliance requirements.

• Stay informed about changes in financial legislation, taxation, and product developments.

• Contribute to a collaborative and high-performing adviser support team.

• Level 4 Diploma in Regulated Financial Planning (or working towards it) desirable.

• Proven experience within a paraplanning or financial advice support role.

• Solid understanding of financial products, investment principles, and tax considerations.

• Excellent written and verbal communication skills.

• Strong analytical and problem-solving skills, with high attention to detail.

• Proficiency in Microsoft Office and financial planning software such as Intelliflo, Voyant, or Xplan.

This role offers clear progression opportunities within the firm, including routes into Senior Paraplanning
, Technical Specialist
, or Financial Adviser positions. The company encourages ongoing professional development and provides support towards achieving advanced qualifications.