This role sits within a high-performing financial planning team, providing full technical support to Consultants. You’ll be responsible for producing clear, accurate suitability reports, carrying out research, and ensuring advice is compliant and tailored to each client’s needs.
There is also a structured pathway into a Consultant role in the future for someone who wants to progress.
What you’ll be doing*Writing high-quality suitability reports
*Reviewing client files and identifying key planning issues
*Carrying out research across pensions, investments and protection
*Analysing existing plans and assessing suitability
*Supporting advisers with technical queries and complex cases
*Maintaining accurate client records and ensuring compliance standards are met
*Occasionally attending client meetings
At Senior level, you will also:*Review and check reports completed by other Paraplanners
*Mentor and support junior team members
*Assist with complex cashflow modelling and calculations
*Contribute to improving processes and advice delivery
*Play an active role in team meetings and wider business initiatives
About you*Diploma qualified (Chartered or working towards is desirable)
*Experience in an IFA/financial planning environment
*Strong background in writing suitability reports
*Confident across pensions, investments and protection
*Comfortable with research tools and cashflow modelling
*Highly organised, detail-focused and technically strong
This role would suit an experienced Paraplanner who enjoys technical work, mentoring others, and wants a clear progression path within a supportive, professional environment.