Paraplanner
Location: Farnborough / Remote- 1 day a month in the Farnborough office
Salary: £45,000-£55,000
Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.
Key Responsibilities
- Analyse FactFinds and meeting notes to ensure completeness and compliance.
- Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
- Liaise with providers to obtain accurate policy information.
- Ensure all documentation is complete and compliant for processing.
- Maintain internal systems to reflect real-time case progress and outcomes.
- Collaborate with consultants, compliance, and business support teams to enhance service quality.
- Mentor colleagues in specialised areas and contribute to knowledge sharing.
- Keep up to date with market developments and maintain CPD.
Qualifications & Experience
- Proven Paraplanning experience across pensions, investments, and protection.
- Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
- Comfortable using Microsoft Office and provider systems.
- QCF Level 4 Diploma (essential)
- CII J09 and/or working towards Chartered status (desirable)
Skills
- Meticulous attention to detail with strong analytical skills.
- Proactive and confident communicator.
- Organised and efficient, capable of meeting deadlines in a target-driven environment.
- Team player with a desire to mentor and share knowledge.
Benefits
- Private Medical Insurance
- Income Protection (75% of salary for 3 years)
- Life Assurance (4x salary)
- Critical Illness Cover (£50,000 lump sum)
- Employer Pension Contribution (6%)
#J-18808-Ljbffr
Paraplanner (Remote) in Farnborough employer: Mulberry Recruitment Ltd
Join a dynamic team as a Sales Engineer in Hook, where your technical expertise and consultative selling skills will thrive. With a competitive salary of £50,000 and excellent benefits including a 3pm finish every Friday, generous holiday allowance, and a supportive work culture, you'll have the opportunity to grow professionally while building lasting relationships with key decision-makers in the engineering sector. Our commitment to employee development and a collaborative environment makes us an exceptional employer for those seeking meaningful and rewarding careers.
