Paraplanner

Overview
We are looking for an experienced and detail-oriented Paraplanner to join a growing Financial Planning firm. You will work closely with Financial Advisers to provide high-quality technical support, research, and suitability report writing, helping to deliver tailored financial advice to clients.

Key Responsibilities

• Preparing clear, compliant suitability reports across pensions, investments, protection, and estate planning

• Conducting whole-of-market research and product comparisons

• Cashflow modelling using tools such as Voyant, CashCalc, or similar

• Reviewing fact finds and risk profiles to ensure accurate recommendations

• Liaising with providers and platforms to obtain illustrations and technical information

• Supporting annual reviews and ongoing client servicing

• Ensuring all documentation meets FCA and internal compliance standards

• Assisting with technical queries and complex case analysis

Skills & Experience Required

• Previous experience as a Paraplanner within an IFA/Financial Planning firm

• Strong knowledge of pensions, investments, tax planning, and protection products

• Experience writing suitability reports

• Familiarity with CRM/back-office systems (e.g., Intelliflo, XPLAN, IO)

• Strong analytical skills and attention to detail

• Ability to manage multiple cases and meet deadlines

Desirable

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

• Experience with cashflow modelling software and research tools such as FE Analytics