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 in a dynamic environment with career growth opportunities.
- Other info: Stay updated with financial products and market changes in a collaborative setting.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: Diploma in Regulated Financial Planning and previous paraplanning experience required.
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 in Somerset
Attention to Detail
Technical Research
Suitability Report Preparation
Financial Analysis
Regulatory Compliance
FCA Regulations Knowledge
Client Information Analysis
