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- Tasks: Support advisers by producing tailored reports and conducting in-depth financial research.
- Company: Join a forward-thinking team that values collaboration and personal growth.
- Benefits: Remote work, ongoing training, and opportunities for professional development.
- Other info: Dynamic culture focused on learning, inclusion, and celebrating success.
- Why this job: Make a real impact on client outcomes while developing your financial expertise.
- Qualifications: Strong knowledge of financial planning and attention to detail required.
The predicted salary is between 35000 - 45000 ÂŁ per year.
We’re looking for a detail-driven, technically strong Paraplanner to join a collaborative and forward-thinking team. This is a brilliant opportunity for someone who enjoys turning complex financial information into clear, client-focused advice and wants to play a key role in delivering high-quality outcomes.
The Role
You’ll work closely with advisers, supporting the end-to-end advice process by producing high-quality reports, conducting in-depth research, and ensuring all recommendations meet regulatory standards. Your work will directly impact client outcomes, helping advisers deliver advice that is not only compliant, but genuinely valuable.
What You’ll Be Doing
- Client Advice & Reporting
- Draft clear, tailored Suitability Reports aligned to individual client needs
- Prepare Annual Review reports to support ongoing client relationships
- Ensure all documentation is accurate, compliant, and easy to understand
- Research & Analysis
- Conduct detailed research across pensions, investments, protection, and tax-efficient solutions
- Analyse client portfolios for performance, risk, and alignment with objectives
- Provide data-driven insights to support adviser recommendations
- Technical & Financial Planning Support
- Build financial plans using cashflow modelling tools
- Support technical calculations (e.g. CGT, IHT, investment risk profiling)
- Break down tax implications and help identify the most appropriate client solutions
- Compliance & Governance
- Ensure all reports meet FCA requirements and internal standards
- Maintain accurate records of the advice process and client data
- Work closely with compliance to resolve issues and refine documentation
- Stay up to date with regulatory and legislative changes
- Systems & Process
- Keep client records and back-office systems fully up to date
- Use financial planning software effectively to support delivery and compliance
- Contribute to improving templates and processes
- Personal Development
- Ongoing CPD and development support
- Regular training sessions and compliance updates
- A culture of feedback, learning, and continuous improvement
- Opportunities to shape your own progression
What We’re Looking For
- Strong technical knowledge across financial planning products and tax
- Experience in paraplanning or a similar technical role
- A high level of attention to detail and organisation
- Confident communicator - able to translate technical information clearly
- Proactive mindset with a “leave it better than you found it” approach
- A genuine team player who values collaboration and accountability
Our Culture
We believe great work comes from great people who feel supported, respected, and valued. We take ownership and are open when things don’t go to plan. We learn constantly and share knowledge. We respect different perspectives and champion inclusion. We celebrate success and recognise contributions.
Why Join Us?
You’ll be part of a team that genuinely cares about delivering high-quality advice and building long-term client relationships - while giving you the space to grow, contribute, and make an impact. If this sounds like your kind of role, we’d love to hear from you.
Paraplanner in Norwich employer: Truly Independent Ltd
Contact Detail:
Truly Independent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial products, tax implications, and compliance standards. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you get the chance to chat with potential employers, make sure to highlight how your skills align with their needs. Show them you’re the perfect fit for their team and culture.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us!
We think you need these skills to ace Paraplanner in Norwich
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your technical knowledge and experience in paraplanning, showing us how you can turn complex financial info into clear advice.
Showcase Your Attention to Detail: We’re all about precision here at StudySmarter. Use specific examples in your application that demonstrate your attention to detail and organisation skills, especially in drafting reports and ensuring compliance.
Communicate Clearly: As a Paraplanner, you’ll need to translate technical jargon into client-friendly language. In your written application, make sure your communication is clear and concise, reflecting how you’d interact with clients and advisers.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Truly Independent Ltd
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge across financial planning products and tax. Be ready to discuss how you would approach drafting Suitability Reports or conducting detailed research. Showing that you can translate complex information into clear advice will impress the interviewers.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past work where your attention to detail made a difference. Whether it’s ensuring compliance with FCA requirements or maintaining accurate client records, demonstrating your meticulous nature will be key.
✨Be a Team Player
This position values collaboration, so come prepared to discuss how you've worked effectively in teams before. Share experiences where you’ve contributed to improving processes or supported colleagues, as this will highlight your proactive mindset and commitment to teamwork.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, ongoing training opportunities, or how they handle compliance updates. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.