Full job descriptionAbout the Role
Hybrid Working - Up to 4 Days Working From Home
We are looking for an experienced Paraplanner to join our growing financial planning team.
The successful candidate will work closely with and primarily support one Financial Adviser, providing technical research, suitability report writing, and financial planning recommendations across a range of client cases. This is an excellent opportunity for a paraplanner looking to further develop their technical expertise while working on complex and rewarding financial planning solutions.
This is a hybrid role, offering up to 4 days per week working from home.
Key Responsibilities
*Research and analyse financial products and providers, producing suitability reports and recommendations
*Conduct annual client reviews, including research and analysis where appropriate
*Monitor investment funds and ensure recommendations align with client objectives and risk profiles
*Review product changes and provide technical support to the Financial Adviser
*Attend adviser meetings and provide technical input on client cases
*Prepare documentation using approved templates and processes
*Obtain pre-approvals for different types of business and ensure compliance requirements are met
*Maintain accurate records and support efficient back-office processes
About You
*Experienced Paraplanner with at least 2 years’ report-writing experience
*Level 4 Diploma qualified or working towards qualification
*Strong knowledge of pensions, investments, protection, trusts, and personal taxation
*Excellent analytical, problem-solving, and communication skills
*Highly organised with strong attention to detail
*Proficient in Microsoft Office; experience with financial planning software is desirable
*Able to work independently and manage priorities effectively
What We Offer
*Hybrid working with up to 4 days from home
*Close working relationship with a dedicated Financial Adviser
*Exposure to complex financial planning cases
*Supportive and professional team environment
*Ongoing development and career progression opportunities
This is a fantastic opportunity for an experienced Paraplanner to join a respected financial planning business and play a key role in supporting adviser and client success.