Paraplanner

We are working on behalf of our client, a well-established and growing wealth management brokerage, to recruit an experienced Paraplanner.

This is an excellent opportunity to join a professional and client-focused organisation where you will play a key role in supporting and contributing to the delivery of high-quality, tailored financial advice.

What you need

• Diploma / QFA (or equivalent) preferred
• Previous experience in a paraplanning or financial services support role
• Strong technical knowledge of financial planning products and advice processes
• Excellent attention to detail and analytical skills
• Strong report writing and written communication ability
• Ability to manage workloads effectively and meet deadlines
• Experience with financial planning tools and systems

Responsibilities

• Gather, review, and analyse client information to ensure accuracy and completeness
• Research suitable financial solutions across pensions, investments, and protection
• Prepare clear, compliant suitability reports and supporting documentation
• Assist in developing financial plans aligned to client objectives
• Utilise cashflow modelling tools to support recommendations where required
• Liaise with providers and third parties to obtain relevant information
• Maintain accurate client records in line with compliance standards
• Support ongoing client servicing, including annual review preparation