Paraplanner

About the role

This is an excellent opportunity for an experienced Paraplanner to join a forward-thinking business that places quality, client outcomes and long-term relationships at the centre of everything they do.

Responsibilities

• Preparing accurate and compliant suitability reports and client documentation within agreed timescales
• Conducting technical and product research to support financial planning recommendations
• Analyzing existing client arrangements and contributing to review processes
• Working closely with Financial Advisers to fully understand client objectives, needs, and financial circumstances
• Ensuring all work meets regulatory standards and internal compliance procedures
• Responding to client and adviser queries with clear, accurate, and professional communication
• Supporting annual review processes in line with service level agreements
• Maintaining up-to-date knowledge of financial products, taxation, and legislation
• Ensuring all CPD requirements are met and recorded

Requirements

• Previous experience as a Paraplanner within an IFA/Financial Planning environment
• Strong technical knowledge across pensions, investments and tax planning
• Excellent report writing skills with the ability to communicate complex information clearly
• A solid understanding of compliance and regulatory requirements
• Strong analytical and problem-solving abilities
• The ability to work both independently and collaboratively
• Minimum Diploma qualified

Qualifications

• Highest standard of numeracy and literacy
• Highly organised with excellent attention to detail
• Proactive, self-motivated, and able to manage your own workload
• Strong interpersonal and communication skills
• A positive, “can-do” attitude with a solutions-focused mindset
• Committed to continuous learning and professional development

Skills

• Technical knowledge across pensions, investments and tax planning
• Strong analytical and problem-solving abilities
• Excellent report writing skills
• Ability to communicate complex information clearly
• Understanding of compliance and regulatory requirements
• Organisation and attention to detail
• Interpersonal and communication skills
• Positive attitude and solutions-focused mindset
• Continuous learning and professional development commitment

Benefits

• Up to 10% company discretionary bonus
• Annual share option issue
• Private pension
• Death in service of 4x salary
• PHI equal to 75% of salary after 6 months of absence
• We Care Employee Assistance Plan
• 25 days holiday increasing by one day annually to a max of 30, plus a day off for your birthday
• Study leave for relevant exams and fully funded
• Electric vehicle salary sacrifice scheme
• Cycle to work scheme

Pay

£40,000 - £50,000 per year

Schedule

Hybrid Working