Full job descriptionHOME BASED
Our client is seeking a motivated and detail-oriented Paraplanner to join their growing financial planning team. This is a key support role, working closely with Financial Advisers to deliver high-quality advice to clients.
You will be responsible for preparing suitability reports, conducting research, and ensuring all recommendations meet regulatory standards.


Role & Responsibilities:


*Prepare accurate and compliant suitability reports
*Conduct research and analysis on financial products (pensions, investments, protection)
*Support advisers in developing financial planning strategies
*Gather and maintain client information and fact finds
*Liaise with providers, clients, and internal teams
*Ensure all work complies with FCA regulations
*Assist with cashflow modelling and financial planning tools
*Maintain up-to-date knowledge of industry developments and legislation


Do you have the following to apply?


*Previous experience in a Paraplanner or similar technical support role
*Diploma in Financial Planning (or working towards)


Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.


Clayton Davies is acting as an employment agency on behalf of our client.