Location: Offices near Brentwood – Essex / Hybrid /Fantastic Benefits/Supportive culture
Salary: Up to £50,000 (DOE)
Our client, a highly regarded Wealth Management practice with offices near Ipswich, is seeking an experienced Paraplanner to join their growing team. This role offers the opportunity to work closely with advisers, provide high-quality technical support, and contribute to delivering exceptional client service.


Role Purpose
The Paraplanner supports financial advisers by preparing high-quality client reports, conducting in-depth research, and ensuring all advice is compliant, accurate, and tailored to client needs. This role is central to delivering an excellent client experience and supporting the smooth running of the practice.


Key Responsibilities
Client Advice Support
*Prepare accurate, compliant Suitability Reports and recommendation letters.
*Conduct research and analysis on financial products, providers, and technical issues.
*Support advisers with technical queries and client meeting preparation.
*Ensure client files and documentation meet FCA and compliance standards.
Compliance & Risk Management
*Maintain up-to-date knowledge of FCA regulations.
*Ensure all advice follows internal compliance procedures.
*Keep detailed records of advice, research, and recommendations.
Practice Operations
*Support advisers and the wider team with technical administration.
*Use and maintain practice software systems (CRM, financial planning tools, compliance platforms).
*Work closely with administrators to ensure smooth client service delivery.
Client Service
*Assist with onboarding, client reviews, and servicing tasks where required.
*Provide technical explanations or input for client communications.
*Ensure service levels and deadlines are consistently met.
Professional Development
*Maintain and develop technical knowledge through CPD.


Skills & Attributes
*Strong technical knowledge of financial planning products and solutions.
*Excellent report-writing skills with strong attention to detail.
*Highly organised with the ability to manage multiple priorities.
*Clear and confident communicator with advisers, colleagues, and clients.
*Proactive, problem-solving mindset with a focus on continuous improvement.


Qualifications & Experience
*Level 4 Diploma in Financial Planning (or equivalent) required.
*2 years +Previous experience in a paraplanning or technical support role within financial services.
*Familiarity with FCA compliance requirements and advice processes.
*Confident user of financial planning software, CRM systems, and Microsoft Office.


For further information or to apply, please contact Sam at Financial Divisions.