Paraplanner

Due to continued growth, a well-established Chartered Financial Adviser firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a detail-focused individual who enjoys supporting advisers and playing a key role in delivering high-quality financial planning, working on a hybrid work basis.

Working closely with Financial Planners and the wider support team including other Paraplanners, the Paraplanner will provide comprehensive technical and administrative support across a varied client base. The role combines research, report writing, and preparation for client meetings, helping ensure advice is delivered efficiently, accurately, and in line with regulatory standards. 

Key Responsibilities

• Preparing client files and maintaining accurate electronic records
• Supporting advisers with pre-meeting preparation and, where appropriate, attending meetings
• Conducting financial research and analysis to support advice delivery
• Producing suitability reports, review documentation, and client correspondence
• Creating illustrations, cashflow modelling, and product comparisons
• Assisting with portfolio reviews, including risk profiling and asset allocation analysis
• Working collaboratively with administration colleagues to ensure smooth processing of paperwork and communications
• Identifying planning opportunities within existing client arrangements (such as investments, pensions, or tax-efficient wrappers)
• Ensuring all work complies with FCA requirements and internal compliance procedures

Experience & Qualifications

• Previous experience in a paraplanning or technical support role within financial planning
• Holding, or actively working towards, CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Strong written skills with the ability to produce clear, professional client reports
• High attention to detail and strong organisational skills
• A collaborative approach and the confidence to work with advisers and support teams

Study support and exam costs are available in line with company policy, along with ongoing encouragement of continuous professional development.

The firm offers a supportive, professional environment with opportunities to develop technical expertise and progress alongside a growing advice practice. Please get in touch for more information and a confidential discussion about this role and potentially others in the market with Alison Curran prior to progressing.