Full job descriptionRole Overview
An established and growing financial planning firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity to join a client-focused business offering strong long-term career development, exposure to complex financial planning cases, and a collaborative working environment.
The business has experienced significant growth in recent years and continues to invest heavily in its people, systems, and client proposition.
The Role
Working closely with Financial Planners and Advisers, you will play a key role in supporting the delivery of high-quality financial advice across pensions, investments, protection, and estate planning.
Responsibilities will include:
*Preparing detailed and compliant suitability reports and recommendation letters
*Supporting annual client reviews and ongoing suitability assessments
*Conducting technical research across pensions, investments, tax wrappers, and protection products
*Liaising with providers to obtain policy information, valuations, and illustrations
*Assisting advisers with client meeting preparation and follow-up actions
*Maintaining accurate client records and ensuring FCA compliance standards are met
*Completing AML and identity verification checks
*Working collaboratively with advisers, administrators, compliance teams, and investment professionals
*Supporting process improvements and contributing to operational efficiencies
Requirements
*Minimum 2 years’ experience as a Paraplanner within a UK financial planning firm
*Level 4 Diploma qualified (DipPFS or equivalent)
*Strong technical knowledge across pensions, investments, protection, trusts, and estate planning
*Experience preparing suitability reports and supporting annual reviews
*Strong understanding of FCA regulations and compliance requirements
*Excellent communication, organisation, and report-writing skills
*Experience using financial planning and back-office systems
*Ability to manage workloads independently within a fast-paced environment
Desirable Experience
*Exposure to M&A or acquisitive financial planning environments
*Experience with cashflow modelling and tax planning strategies
*Familiarity with high-net-worth or complex client cases
Additional Information
*Hybrid working arrangement
*Excellent career progression opportunities
*Supportive and collaborative culture
*Competitive salary and benefits package
*Free parking and additional employee benefits available