Bath
About the Role
We are looking for a motivated and technically capable Paraplanner to join a client-focused financial planning team. The role involves supporting advisers in delivering high-quality financial advice while ensuring compliance and suitability across all client recommendations.
Key Responsibilities
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Prepare and manage client review packs, including portfolio analysis, risk assessments, and suitability documentation
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Draft suitability reports for investment, pension, and retirement planning
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Support advisers with advice qualification, ensuring recommendations are practical, compliant, and aligned with client objectives
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Assist with new business processes, including client onboarding, documentation, and provider liaison
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Carry out calculations for pension allowances, CGT, IHT, and other tax-efficient strategies
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Maintain accurate records, ensuring compliance with regulatory requirements
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Support the team with technical queries, process improvement, and administrative tasks
Skills & Experience
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CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
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Strong knowledge of financial planning principles, investment products, and tax wrappers
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Experience producing suitability reports and supporting advisers
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Excellent analytical, numerical, and attention-to-detail skills
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Strong communication skills, able to explain technical concepts clearly
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Confident using platforms such as Intelligent Office, FE Analytics, and other portfolio systems