Paraplanner

Paraplanner – Wealth Management | Hybrid Working | Competitive Salary + Benefits We are seeking a skilled and driven Paraplanner to join a highly regarded financial planning team, providing expert technical support to Financial Planners in delivering tailored advice and solutions to clients. As a key part of the advice process, you will play a vital role in researching, analysing, and crafting bespoke financial strategies and suitability reports that help clients meet their goals. This is a fantastic opportunity to further your career in a professional, client-centric environment. What You’ll Be Doing: Conduct in-depth research and analysis to support client recommendations Prepare comprehensive financial planning reports and suitability letters Model cashflows and analyse client data to support holistic advice Collaborate closely with Financial Planners and internal teams to ensure a seamless client experience Liaise with product providers and third parties to gather essential information Monitor and manage client review processes and follow-ups Stay up to date with regulatory changes and maintain CPD What We’re Looking For: A minimum Level 4 Diploma in Regulated Financial Planning At least 3 years’ experience in a financial advice environment 1+ year dedicated paraplanning experience Strong technical knowledge across pensions, investments, protection, and tax planning Excellent communication and organisational skills A detail-oriented mindset with a commitment to compliance and professionalism Additional Info: Some travel may be required for client meetings Flexible working arrangements available Ongoing support for professional development and qualifications #J-18808-Ljbffr