Working closely with Financial Planners, you will provide technical support across pensions, investments, protection, tax planning, and estate planning, helping to deliver tailored financial solutions and excellent client outcomes.
Key Responsibilities
Conduct technical and product research across a range of financial planning areas
Produce high-quality suitability reports and recommendation documentation
Assist with cashflow forecasting and financial planning analysis
Liaise with providers and third parties to obtain information and progress cases
Support the delivery of compliant, client-focused financial advice
Maintain accurate client records and documentation
About You
DipPFS qualified (or equivalent)
Previous Paraplanning experience within Financial Planning, Wealth Management, or an IFA environment
Strong technical knowledge of pensions, investments, taxation, trusts, and protection
Excellent analytical, organisational, and report-writing skills
High attention to detail and a proactive approach to work
Experience with Voyant, FE Analytics, or similar software would be advantageous
Benefits
Competitive salary
25 days holiday plus bank holidays
Private medical insurance
Employer pension contributions
Enhanced parental leave
Study support towards further professional qualifications, including Chartered status
Long-term career progression opportunities
Supportive and collaborative working environmentIf you're looking to join a respected financial planning firm where your technical expertise will be valued and your professional development supported, we'd love to hear from you. Contact our team for a confidential discussion.
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Salary description
£35000.00 - £60000.00 per year