Paraplanner

About the Company:
We’re hiring for our client, a trusted financial planning firm that provides tailored advice to help clients achieve their goals – from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach, long-term client relationships, and commitment to quality advice.

Top 3 Things to Know About this Job:

Established, reputable financial planning firm with a supportive, professional team

Varied workload across pensions, investments, and protection

Hybrid working with excellent progression opportunities

Key Responsibilities:

• Prepare detailed Financial Planning Reports for Advisers to present to clients

• Conduct research and analysis on financial products and solutions to support tailored recommendations

• Assist with client reviews and handle day-to-day client queries

• Submit and monitor applications with product providers

• Maintain accurate and compliant client records within the company’s systems

• Prepare client review packs, illustrations, and documentation as required

• Keep up to date with financial products, legislation, and regulatory changes

• Work in line with firm and industry guidelines, maintaining compliance and data integrity standards

Requirements:

• Proven experience within a financial advice or wealth management firm, including report writing and technical support

• Diploma-qualified (or working towards this) preferred, though strong paraplanning experience will also be considered

• Excellent written and verbal communication skills with strong attention to detail

• Analytical and problem-solving skills, with the ability to interpret complex information

• Reliable, organised, and able to manage multiple tasks and deadlines

• Team player with a professional and positive approach