Exciting Paraplanner Opportunity – Join a Leading Financial Services Firm

A growing, award-winning financial services firm is seeking an experienced Paraplanner to join its dynamic team. This role offers the chance to contribute meaningfully to a company committed to delivering exceptional and personalised financial planning solutions.

Saalry up to £45,000

About the Role

This is an excellent opportunity for an experienced Paraplanner to work in a professional and client-focused environment. With continuous growth, the firm is looking for a skilled individual to enhance its financial planning team.

Key Responsibilities

The Paraplanner will play a key role in supporting financial planners, ensuring that clients receive high-quality and compliant financial advice. Key responsibilities include:

Supporting Financial Planners: Assisting in completing non-client-facing tasks related to financial recommendations.
Client Analysis: Reviewing fact finds, meeting notes, and existing client records to assess needs and objectives.
Research & Recommendations: Conducting thorough research and preparing tailored financial planning solutions.
Financial Plans & Reports: Collaborating with financial planners to construct high-quality financial plans aligned with client goals.
Compliance & Quality Assurance: Ensuring client files meet compliance standards and all recommendations adhere to regulations.
Cashflow Modelling: Preparing lifetime cashflow models to support holistic financial planning.
Client Queries & Meeting Support: Handling client queries and assisting financial planners in meetings by preparing reports and taking notes.
Team Collaboration: Working closely with financial planners, administrators, and compliance teams to deliver seamless client service.

Who Should Apply?

The ideal candidate should have:

At least two years of experience as a paraplanner, writing suitability reports
Level 4 Diploma in Financial Planning (or working towards it).
Strong knowledge of pensions, investments, IHT planning, and protection solutions.
A solid understanding of UK financial regulations and compliance requirements.
Excellent communication, organisational, and analytical skills.
Proficiency in financial planning software and Microsoft Office.
A team player mentality with a commitment to delivering positive client outcomes.

What’s on Offer?

The firm believes in recognising and rewarding its people. Benefits include:

Career Development: Training and progression opportunities to support professional growth.
Generous Leave: Including a Christmas to New Year shutdown.
Flexible Hybrid Working: A balanced approach to office and remote work.
Wellbeing Support: A strong focus on physical, mental, and financial wellbeing.

As an equal opportunities employer, the firm values diversity and encourages applications from all backgrounds. If you are looking to be part of a growing, forward-thinking, and client-focused organisation, this is the perfect opportunity.