Job Description
Paraplanner
About the Company:
We’re hiring for our client, a trusted financial planning firm that provides tailored advice to help clients achieve their goals — from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach, long-term client relationships, and commitment to quality advice.
Top 3 Things to Know About this Job:
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Established, reputable financial planning firm with a supportive, professional team
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Varied workload across pensions, investments, and protection
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Hybrid working with excellent progression opportunities
Key Responsibilities:
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Prepare detailed Financial Planning Reports for Advisers to present to clients
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Conduct research and analysis on financial products and solutions to support tailored recommendations
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Assist with client reviews and handle day-to-day client queries
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Submit and monitor applications with product providers
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Maintain accurate and compliant client records within the company’s systems
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Prepare client review packs, illustrations, and documentation as required
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Keep up to date with financial products, legislation, and regulatory changes
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Work in line with firm and industry guidelines, maintaining compliance and data integrity standards
Requirements:
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Proven experience within a financial advice or wealth management firm, including report writing and technical support
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Diploma-qualified (or working towards this) preferred, though strong paraplanning experience will also be considered
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Excellent written and verbal communication skills with strong attention to detail
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Analytical and problem-solving skills, with the ability to interpret complex information
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Reliable, organised, and able to manage multiple tasks and deadlines
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Team player with a professional and positive approach