Paraplanner

Overview

Overview: An excellent opportunity has arisen for an experienced Paraplanner to join a dynamic financial planning team. The role is ideal for someone with strong technical knowledge who enjoys research, writing suitability reports, and supporting advisers to deliver the best possible client outcomes.

• Draft clear, compliant, and client-friendly suitability letters across a wide range of advice areas (pensions, investments, retirement planning, IHT planning, VCTs, and EISs).
• Analyse client situations and work with advisers to design tailored financial planning strategies.
• Research financial products and solutions to meet client objectives.
• Ensure advice is implemented accurately by working with the administration team.
• Maintain accurate client records and ensure documentation is saved appropriately.
• Support advisers in occasional client meetings, including presenting cashflow forecasts.
• Act as a point of contact for technical queries.
• Contribute to improving processes, systems, and best practice across the team.
• Stay up to date with industry developments by attending technical seminars and sharing insights with colleagues.
• Previous experience as a Paraplanner in financial services.
• Strong technical knowledge of financial planning products and compliance requirements.
• Skilled in research, report writing, and analysing client needs.
• Familiarity with cashflow modelling tools and financial planning software (e.g., Voyant, FE Analytics, MS Office).
• Excellent communication skills, both written and verbal, with the ability to simplify complex advice.
• High attention to detail, strong organisational skills, and the ability to manage workload effectively.
• Positive, proactive, and solutions-focused approach.