Paraplanner

Job Title: Paraplanner

Location: Office-based with hybrid working available
Salary: Competitive and dependent on experience
Contract: Full-time, permanent

Purpose of the Role:
Support advisers in delivering accurate, compliant, and high-quality financial planning to clients. The position is open to both developing and experienced paraplanners, offering clear progression and tailored support based on experience level.

Key Responsibilities:

• Prepare suitability reports and recommendation letters across pensions, investments, and protection.

• Conduct research and analysis to support client advice.

• Gather and review client information to identify planning opportunities.

• Maintain accurate, compliant records and ensure adherence to FCA requirements.

• Work closely with advisers and administrators to ensure smooth client delivery.

• Support cashflow modelling, portfolio analysis, and technical reviews where required.

• Contribute to process improvements and assist with training where appropriate.

Skills and Experience:

• Previous experience in financial planning, paraplanning, or a technical support role.

• Strong understanding of pensions, investments, and protection products.

• Excellent written communication and attention to detail.

• Confident using financial planning systems such as Intelliflo, Voyant, or Cashcalc.

• Organised, proactive, and able to manage multiple priorities.

Qualifications:

• Working toward or holding the Level 4 Diploma in Regulated Financial Planning.

• Support provided for further qualifications, including Chartered status.

What’s on Offer:

• Competitive salary based on experience and qualifications.

• Hybrid working pattern with regular office attendance.

• 25 days annual leave plus bank holidays.

• Pension scheme and funded professional development.

• Clear progression routes from junior to senior paraplanner levels.

• Supportive, collaborative working environment with ongoing learning opportunities.