Paraplanner

Role

We are seeking an experienced and detail-oriented Paraplanner to join our financial planning team. The successful candidate will play a key role in supporting Financial Advisers by preparing high-quality suitability reports, conducting technical research, and ensuring all advice is compliant and aligned with regulatory standards. This is an excellent opportunity for a technically strong individual looking to develop within a supportive and client-focused environment.

Responsibilities:

• Prepare accurate and compliant suitability reports based on adviser recommendations
• Conduct in-depth financial product and fund research
• Analyse client information including income, assets, pensions, investments, and protection needs
• Support advisers in the development of financial planning strategies
• Ensure all advice aligns with FCA regulations and internal compliance standards
• Liaise with advisers and administrators to gather and clarify client information
• Assist in preparing cashflow modelling and financial planning scenarios where required
• Maintain accurate and well-organised client records
• Keep up to date with financial products, legislation, and market changes

Skills & Experience Required:

• Diploma in Regulated Financial Planning (Level 4)
• Previous experience in a Par...