LYMM
We are working with a well-established and growing financial planning firm that is looking to appoint an experienced Paraplanner to support its team of advisers.
This is a fantastic opportunity to join a professional, client-focused business where paraplanning is highly valued and plays a key role in delivering quality financial advice.
The Role
As a Paraplanner, you will work closely with advisers to provide technical support and ensure advice is compliant, accurate, and tailored to client objectives.
Key responsibilities will include:
-
Preparing suitability reports and recommendations
-
Conducting technical research across pensions, investments, protection, and tax planning
-
Analysing existing client portfolios and making recommendations
-
Cashflow modelling (where applicable)
-
Liaising with advisers, administrators, providers, and compliance teams
-
Supporting client review processes and new business submissions
About You
-
Level 4 Diploma qualified (or close to completion)
-
Experience in a Paraplanner or technical support role within financial planning
-
Strong knowledge of pensions, investments, tax wrappers, and financial planning products
-
High attention to detail and strong report writing skills
-
Organised, proactive, and able to manage your own workload