We are partnering with a growing UK financial planning firm that provides tailored financial advice to individuals and families. Following continued expansion, they are seeking an experienced Paraplanner to support the delivery of high-quality financial planning advice.
Key Responsibilities
- Produce accurate and compliant suitability reports and recommendation letters
- Support advisers with annual reviews, client research and meeting preparation
- Conduct research across pensions, investments, protection, tax planning and estate planning solutions
- Gather policy information, valuations and illustrations from providers
- Complete AML and identity verification checks
- Maintain accurate client records and ensure compliance with FCA and internal standards
- Collaborate with advisers, administrators, compliance teams and investment managers
- Assist with the ongoing development of paraplanning processes and best practices
Skills & Experience
- Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification)
- Strong knowledge of pensions, investments, trusts, protection and tax-efficient planning
- Excellent report-writing skills and attention to detail
- Good understanding of FCA regulations, ongoing suitability requirements and AML processes
- Experience using financial planning, research and CRM/back-office systems
- Highly organised with the ability to manage multiple priorities independently
If this sounds like the next step in your career, we’d love to hear from you.