PARAPLANNER - WORCESTER

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PARAPLANNER - WORCESTER

Financial Services

WORCESTERSHIRE

27/10/2026

£33,500 - £40,000

Ref: #3700254

An established and award-winning financial planning firm is looking for an experienced Adviser Support / Paraplanner to join its friendly and collaborative team.

This is a varied opportunity for someone with a strong background in financial services administration who also has technical paraplanning experience or is keen to develop further in this area.

Working closely with Financial Advisers, you will provide support throughout the financial planning process, combining client administration, new business processing, technical research and suitability report writing.

The successful candidate will be comfortable working across both administration and paraplanning responsibilities, taking ownership of cases and ensuring clients receive a consistently high standard of service.

Previous hands-on experience using Intelliflo / Intelligent Office is essential for this position.

Key Responsibilities:

• Manage adviser workflows, tasks, client records and case progression using Intelliflo.
• Prepare for new client meetings, annual reviews and interim reviews.
• Gather and analyse client information and maintain accurate fact finds.
• Communicate with clients, Financial Advisers, providers and platforms by telephone, email and Microsoft Teams.
• Conduct financial planning research across pensions, investments, protection and tax-efficient solutions.
• Assess client objectives, attitude to risk, capacity for loss and investment timescales.
• Prepare accurate suitability reports, annual review documentation and supporting calculations.
• Use cashflow modelling and financial planning tools to support adviser recommendations.
• Undertake investment and portfolio analysis, including performance, charges and rebalancing.
• Compare products, providers and financial solutions.
• Process and track new business across providers and platforms.
• Support applications and transactions involving pensions, ISAs, GIAs, bonds and other investments.
• Process fund switches, portfolio transfers, withdrawals and other client instructions.
• Set up and maintain initial and ongoing adviser fees.
• Liaise with providers and platforms to ensure cases progress smoothly through to completion.
• Ensure recommendations are appropriately researched, evidenced and documented.
• Proactively manage outstanding actions, deadlines and workloads.
• Work collaboratively with colleagues to deliver excellent client service.

About You:

• You will have experience working within an IFA or financial planning environment and enjoy being involved throughout the client journey.
• You may be an experienced Financial Services Administrator looking to develop your paraplanning skills, or an established Paraplanner who enjoys combining technical work with client-facing support and case management.

You will ideally have:

• Strong working knowledge of Intelliflo / Intelligent Office – essential.
• Previous experience working within an IFA or financial planning practice.
• Experience supporting Financial Advisers and progressing cases from initial preparation through to implementation.
• Experience conducting financial planning research and analysis.
• Experience preparing suitability reports and/or client review documentation.
• Good technical knowledge of pensions, investments, taxation, protection and financial planning.
• Excellent written communication skills and attention to detail.
• Strong organisational skills and the ability to manage multiple cases and competing priorities.
• Confidence communicating with clients, advisers, providers and platforms.
• A proactive approach, with the ability to take ownership of tasks and see them through to completion.

Qualifications:

• Ideally, you will hold or be working towards the CII Level 4 Diploma in Regulated Financial Planning, or an equivalent recognised qualification.
• Candidates with strong relevant experience who are actively working towards their professional qualifications will also be considered.
• Ongoing professional development and opportunities to build technical knowledge are supported.

Systems & Technology:
As well as strong Intelliflo / Intelligent Office experience, you will ideally have:

• Proficiency in Microsoft 365, including Outlook, Word, Excel, PowerPoint and Teams.
• Experience using financial research and analysis tools such as FE Analytics, Dynamic Planner or similar systems.
• Familiarity with cashflow modelling, risk-profiling and portfolio-analysis tools.
• Experience using provider platforms and online new-business systems.
• Knowledge of investment performance analysis, portfolio rebalancing and cost comparisons.
• You should be confident using technology in your day-to-day work and open to learning new systems and more efficient ways of working.

Personal Attributes:
The ideal candidate will be:

• Friendly, approachable and professional.
• Positive, proactive and adaptable.
• A collaborative team player.
• Client-focused, with a commitment to delivering excellent service.
• Organised, detail-oriented and reliable.
• Curious and keen to develop their technical knowledge.
• Comfortable working across both administration and paraplanning responsibilities.

Salary & Benefits:

• Salary of £33,500–£40,000, depending on experience.
• Hybrid working.
• Company pension.
• Flexible working arrangements.
• Casual dress.
• Employee mentoring programme.
• Paid volunteer time.
• Sick pay.
• Opportunities for ongoing learning and professional development.

Apply Now
If you have experience in financial services administration or paraplanning, are confident using Intelliflo and are looking for a varied role within a supportive financial planning team, we would love to hear from you.

Apply for this job

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