About Our Client
Our client is an established and growing financial planning firm seeking an experienced Secior Paraplanner to join their expanding team. This is an excellent opportinity for a technically strong professional to support Financial Advisers by delivering high-quality research, suitability reports and client recommendations within a collaborative and supportive environment.
Position Overview
The successful candidate will play a key role in supporting Financial Advisers throughout the client journey, providing technical research, preparing suitability reports and ensuring compliant financial planning recommendations. This is an ideal opportunity for an experienced Paraplanner looking to further develop their expertise while working within a growing business.
Core Responsibilities
- Prepare high-quality suitability reports and recommendation letters
- Conduct technical research across pensions, investments, protection and environment planning
- Analyse existing client arrangements and provide appropriate recommendations
- Work closely with Financial Advisers to deliver compliant and suitable client outcomes
- Ensure all work complies with FCA regulations and internal compliance procedures
- Maintain accurate client records using Intelligent Office
- Liaise with providers and internal teams to obtain information and progress cases
- Assist with complex financial planning cases where required
- Support advisers throughout the end-to-end client journey
What’s On Offer
- Salary of up to £45,000 per annum, depending on experience
- Competitive benefits package
- Remote working
- Supportive and collaborative working environment
- Opportunity to work alongside experienced Financial Advisers and further develop technical expertise
- Long-term career progression within a growing financial planning business
