Role We are seeking an experienced and detail-oriented Paraplanner to join our financial planning team. The successful candidate will play a key role in supporting Financial Advisers by preparing high-quality suitability reports, conducting technical research, and ensuring all advice is compliant and aligned with regulatory standards. This is an excellent opportunity for a technically strong individual looking to develop within a supportive and client-focused environment. Responsibilities: Prepare accurate and compliant suitability reports based on adviser recommendations Conduct in-depth financial product and fund research Analyse client information including income, assets, pensions, investments, and protection needs Support advisers in the development of financial planning strategies Ensure all advice aligns with FCA regulations and internal compliance standards Liaise with advisers and administrators to gather and clarify client information Assist in preparing cashflow modelling and financial planning scenarios where required Maintain accurate and well-organised client records Keep up to date with financial products, legislation, and market changes Skills Experience Required: Diploma in Regulated Financial Planning (Level 4)
Paraplanner employer: Accountancy Action Careers
As a Tax Advisor with us, you'll be part of a dynamic and supportive team that prioritises collaboration and continuous learning. Our commitment to your professional growth is matched by our comprehensive benefits package, including a pension scheme and group life assurance, ensuring you feel valued and secure in your role. Located in a vibrant area, we offer a unique work culture that fosters strong client relationships and encourages you to make a meaningful impact on both your career and the success of our clients.
Contact Details:
Accountancy Action Careers Recruitment Team
