Paraplanner

One of the UK’s fastest-growing independent accounting and business advisory firms. My client, a leading independent accounting and advisory firm, is seeking an experienced Paraplanner to support their Independent Financial Advisers. The role involves preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant and tailored to client objectives. This is an excellent opportunity for a proactive individual to play a key role in delivering high-quality financial advice within a progressive and supportive team. Responsibilities • Collaborate with IFAs to understand client goals and develop suitable financial strategies. • Conduct research on pensions, investments, protection products, and tax planning. • Prepare cashflow forecasts and draft FCA-compliant suitability reports. • Liaise with providers for valuations, illustrations, and technical data. • Ensure client files and documentation meet internal and regulatory standards. • Maintain compliance records and stay up to date with financial legislation. • Assist with marketing, business development, and technology initiatives. Skills and Knowledge • Strong analytical and problem-solving skills. • Excellent communication and attention to detail. • Advanced Microsoft Office skills; experience with Intelligent Office, Fintegrate, and Defaqto. • Highly organised with the ability to prioritise under pressure. • Confident in challenging advisers constructively and working collaboratively. Qualifications and Experience Essential: • DipPFS or equivalent Level 4 qualification. • Minimum 2 years’ experience in a paraplanning role. Desirable: • Chartered or Level 6 qualified. • 3+ years’ experience in a paraplanning role. Flexible working available. Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful