At a Glance
- Tasks: Prepare reports, conduct research, and support financial advisers in delivering top-notch advice.
- Company: Join a growing financial planning team with a focus on quality and compliance.
- Benefits: Competitive salary of £42,000+, plus great benefits and remote work options.
- Other info: Dynamic role with opportunities for growth in the financial sector.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: Experience in a Paraplanner role and a Diploma in Financial Planning (or working towards).
The predicted salary is between 42000 - 52500 £ per year.
Our client is seeking a motivated and detail-oriented Paraplanner to join their growing financial planning team. This is a key support role, working closely with Financial Advisers to deliver high-quality advice to clients. You will be responsible for preparing suitability reports, conducting research, and ensuring all recommendations meet regulatory standards.
Role & Responsibilities:
- Prepare accurate and compliant suitability reports
- Conduct research and analysis on financial products (pensions, investments, protection)
- Support advisers in developing financial planning strategies
- Gather and maintain client information and fact finds
- Liaise with providers, clients, and internal teams
- Ensure all work complies with FCA regulations
- Assist with cashflow modelling and financial planning tools
- Maintain up-to-date knowledge of industry developments and legislation
Do you have the following to apply?
- Previous experience in a Paraplanner or similar technical support role
- Diploma in Financial Planning (or working towards)
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Paraplanner in Portsmouth employer: Clayton Davies
Join a dynamic and supportive financial planning team as a Paraplanner, where your contributions will be valued and recognised. With a competitive salary of c.£42,000 and a range of benefits, you will thrive in a remote work environment that promotes professional growth and continuous learning. Our client fosters a collaborative culture, ensuring you have the resources and support needed to excel in your role while making a meaningful impact on clients' financial futures.
