At a Glance
- Tasks: Support Financial Advisers by conducting research and preparing detailed financial reports.
- Company: Join a growing and respected Financial Planning business with a collaborative culture.
- Benefits: Earn up to £50,000, enjoy hybrid working, and access career development opportunities.
- Other info: Dynamic role with excellent growth potential in the financial services sector.
- Why this job: Make a real impact in financial planning while working in a supportive environment.
- Qualifications: 2+ years as a Paraplanner and a Level 4 Diploma in Financial Planning or equivalent.
An excellent opportunity has arisen for an experienced Paraplanner to join a growing and highly regarded Financial Planning business. Working as part of a professional and collaborative team, you will provide technical support to Financial Advisers, helping to deliver high-quality financial planning solutions to a broad client base. This role offers hybrid working, long-term career development and the opportunity to work within a supportive environment where technical expertise and attention to detail are genuinely valued.
Key Responsibilities
- Conduct technical research across pensions, investments, protection and wider financial planning solutions.
- Prepare accurate, compliant and detailed suitability reports.
- Support Financial Advisers with technical case preparation and recommendations.
- Maintain accurate client records, risk profiles and compliance documentation.
- Respond to adviser and client queries in a professional and timely manner.
- Ensure all work complies with FCA regulations and internal compliance standards.
- Keep up to date with regulatory developments and changes within the financial planning sector.
- Work closely with advisers and administrators to achieve positive client outcomes.
Requirements
- Minimum of 2 years' experience as a Paraplanner within an IFA or Financial Planning environment.
- Level 4 Diploma in Financial Planning (or equivalent), or actively working towards completion.
- Experience preparing detailed and compliant suitability reports.
- Strong technical knowledge of pensions, investments, retirement planning, taxation and financial services regulation.
- Excellent written and verbal communication skills.
- Strong organisational skills with exceptional attention to detail.
- Proficiency in Microsoft Office, including Word, Excel and Outlook.
What's on Offer?
- Salary up to £50,000 depending on experience.
- Hybrid working arrangement.
- Full-time permanent position.
- Supportive, professional and collaborative working environment.
- Opportunity to join a successful and expanding Financial Planning business.
- Long-term career development and progression opportunities.
About You
You will be a technically strong and experienced Paraplanner who can manage your own workload while producing high-quality financial planning reports. You'll enjoy working closely with advisers, supporting complex client cases and contributing to excellent service delivery. A proactive approach, strong organisational skills and a commitment to professional standards are essential.
Interested? Apply today online or contact Jonathan at iGo Recruitment for a confidential discussion. Call: 01908 041443
Paraplanner in Lytham St Annes employer: iGo Recruitment
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