Paraplanner

ob Title: Paraplanner

Location: UK (Hybrid/Flexible)
Salary: £45,000 – £55,000 + benefits

Overview:
An excellent opportunity has arisen for an experienced Paraplanner to join a dynamic financial planning team. The role is ideal for someone with strong technical knowledge who enjoys research, writing suitability reports, and supporting advisers to deliver the best possible client outcomes.

Core Responsibilities

• Draft clear, compliant, and client-friendly suitability letters across a wide range of advice areas (pensions, investments, retirement planning, IHT planning, VCTs, and EISs).
• Analyse client situations and work with advisers to design tailored financial planning strategies.
• Research financial products and solutions to meet client objectives.
• Ensure advice is implemented accurately by working with the administration team.
• Maintain accurate client records and ensure documentation is saved appropriately.
• Support advisers in occasional client meetings, including presenting cashflow forecasts.
• Act as a point of contact for technical queries.
• Contribute to improving processes, systems, and best practice across the team.
• Stay up to date with industry developments by attending technical seminars and sharing insights with colleagues.

Key Skills & Competencies

• Previous experience as a Paraplanner in financial services.
• Strong technical knowledge of financial planning products and compliance requirements.
• Skilled in research, report writing, and analysing client needs.
• Familiarity with cashflow modelling tools and financial planning software (e.g., Voyant, FE Analytics, MS Office).
• Excellent communication skills, both written and verbal, with the ability to simplify complex advice.
• High attention to detail, strong organisational skills, and the ability to manage workload effectively.
• Positive, proactive, and solutions-focused approach.