Paraplanner

Join a growing, well-backed independent financial planning group as a Paraplanner. The role involves supporting advisers and maintaining high standards of advice delivery, managing complex cases, and contributing to the continuous improvement of systems and processes.

Requirements

• Diploma in Regulated Financial Planning (or equivalent)
• Previous paraplanning experience
• Experience within a financial advice or wealth management environment
• Strong technical knowledge of pensions, investments, taxation and protection
• Proven ability to produce accurate, compliant and client-focused suitability reports
• Excellent understanding of FCA regulations and advice standards
• High attention to detail and strong commitment to technical accuracy
• Strong analytical and problem-solving capability, particularly for complex planning scenarios
• Effective written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment