As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice.
Key responsibilities include:
Producing detailed suitability reports and recommendation letters
Gathering and analysing client information
Researching financial products and solutions
Obtaining information from pension providers and third parties
Supporting Financial Advisers throughout the advice process
Maintaining accurate client records and documentation
Keeping up to date with regulatory and legislative changes
Working closely with administrators and other team members to deliver an exceptional client experience About You
We're looking for someone who has:
Previous experience as a Paraplanner within an IFA or Wealth Management environment
Experience writing suitability reports
A strong understanding of financial planning products and advice processes
DipPFS qualification (or working towards it) is desirable
Excellent analytical and numerical skills
Exceptional attention to detail
Strong organisational skills and the ability to manage multiple priorities
Experience working within a regulated financial services environment
Proficiency in Microsoft Office, with experience using financial planning software being advantageous What's on Offer
Competitive salary of £30,000 - £35,000, depending on experience
Support with professional qualifications and continued development
Hybrid working after initial training
Opportunities for long-term career progression If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you
Salary description
£30000.00 - £35000.00 per year