At a Glance
- Tasks: Support Financial Advisers by preparing reports and conducting financial research.
- Company: Join a client-focused financial planning team with a supportive culture.
- Benefits: Gain valuable experience, develop your skills, and enjoy a collaborative work environment.
- Other info: Stay updated with market changes and enjoy excellent career progression opportunities.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and relevant experience.
The predicted salary is between 35000 - 45000 £ per year.
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)
- Previous experience in a Paraplanner role
We think you need these skills to ace Paraplanner
Attention to Detail
Technical Research
Suitability Report Preparation
Financial Analysis
Regulatory Compliance
FCA Regulations Knowledge
Client Information Analysis
