Full job descriptionQualified Paraplanner – IFA Practice
Location: Langford, Bedford
Salary: £40,000 - £50,000 depending on experience
Benefits: 30 days’ holiday plus bank holidays
Hybrid Working: 1-2 days working from home
A highly respected and growing Independent Financial Advice firm near Letchworth is looking to appoint a Qualified Paraplanner to join its supportive and collaborative team.
This is an excellent opportunity for an experienced paraplanner to take ownership of report writing and provide high-quality technical support to Financial Advisers, working within a professional, client-focused environment.
The firm prides itself on its positive culture, staff development and strong reputation within the industry. With ambitious growth plans in place, this is an exciting time to join the business and play a key role in its continued success.
The Opportunity
You will be responsible for producing high-quality suitability reports and providing technical paraplanning support to ensure clients receive appropriate, well-researched financial advice.
Working closely with the Financial Adviser and wider team, you will help streamline the advice process, maintain high compliance standards and contribute to delivering an excellent client experience.
This role would suit a qualified paraplanner who enjoys working independently, managing their workload and producing accurate, compliant and technically sound reports.
Key Responsibilities
*Preparing detailed suitability reports across a range of financial planning solutions.
*Conducting research and analysing client circumstances to support appropriate recommendations.
*Preparing cashflow modelling and retirement planning analysis where required.
*Researching pensions, investments, protection and other financial planning products.
*Supporting Financial Advisers with client reviews and ongoing financial planning.
*Ensuring all advice documentation meets regulatory and compliance requirements.
*Liaising with providers to obtain information and support the advice process.
*Maintaining accurate client records and ensuring all work is completed within agreed timescales.
*Working collaboratively with the Financial Adviser and administration team to ensure a smooth and efficient workflow.
About You
*Qualified Paraplanner, ideally holding the Diploma in Regulated Financial Planning or equivalent.
*Previous experience working within an IFA or wealth management environment.
*Strong technical knowledge of financial planning and suitability report writing.
*Experience researching pensions, investments and retirement planning solutions.
*Excellent written communication skills and a high level of attention to detail.
*A sound understanding of FCA regulations and compliance requirements.
*The ability to manage your own workload, prioritise effectively and meet deadlines.
*A proactive, organised and team-oriented approach.
Benefits
*Competitive salary, depending on experience.
*30 days’ holiday plus bank holidays.
*Supportive and friendly working environment.
*Excellent staff benefits package.
*Long-term career progression opportunities.
*The opportunity to take ownership of paraplanning responsibilities within a successful and expanding firm.
If you are an experienced, qualified paraplanner looking to join a professional yet welcoming firm where your technical expertise is valued and you can make a real contribution, we would love to hear from you.