Paraplannner

Overview

Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards.

This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment.

Key Responsibilities

• Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions.
• Prepare comprehensive and compliant suitability reports and financial planning recommendations.
• Analyse client financial information including assets, liabilities, income and expenditure.
• Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles.
• Carry out technical calculations and product comparisons to support advice recommendations.
• Ensure all client documentation and files meet regulatory and compliance standards.
• Liaise with product providers, investment platforms and other third parties as required.
• Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently.
• Maintain up-to-date knowledge of financial planning regulations, products and market developments.

Skills & Experience

• Previous experience in a Paraplanner or Technical Financial Planning role.
• Strong knowledge of pensions, investments, tax planning and financial planning strategies.
• Experience preparing suitability reports and conducting technical research.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Strong written communication skills with the ability to produce clear and accurate reports.
• Ability to manage multiple cases and work to deadlines.

Qualifications

• Diploma in Financial Planning (CII Level 4) or working towards completion.
• Financial services experience within an IFA or wealth management environment.