Paraplanner

The firm has built its reputation on long-term client relationships and delivering thoughtful, holistic financial planning. Working closely with advisers, the Paraplanner will play a key role in researching solutions, analysing investments, and producing clear, compliant suitability reports tailored to client needs.

Responsibilities include provider and product research, fund performance and risk analysis, interpreting Fact Finds, cashflow modelling, and managing cases through to completion.

Salary up to £42,000 and hybrid working 3 days in the office and 2 days from home 

The firm is particularly interested in speaking with paraplanners who have strong pensions and investment knowledge and who are working towards their Level 4 Diploma in Regulated Financial Planning (DipPFS).

This role offers the opportunity to join a firm that places significant value on professionalism, long-term client relationships and delivering meaningful financial advice. Paraplanners are seen as an integral part of the advice process and are encouraged to develop their technical expertise and continue progressing through professional qualifications.

The position would suit an ambitious paraplanner who enjoys writing suitability reports, wants to deepen their technical knowledge, and is looking to grow within a supportive and professional financial planning environment.

Responsibilities include:

• Conducting provider and product research, including fund performance and risk analysis
• Preparing bespoke suitability reports tailored to individual client needs
• Interpreting Fact Finds and KYC documentation to identify appropriate client outcomes
• Supporting advisers with technical analysis and evidence-based recommendations
• Managing cases from inception through to completion
• Undertaking cashflow modelling using tools such as FE Analytics or similar systems
 

The firm operates in a collaborative environment where technical excellence and attention to detail are highly valued. Paraplanners play a key role in ensuring advice is well researched, compliant and clearly communicated.

About the Candidate

The firm is keen to speak with paraplanners who have:

• Proven experience in paraplanning and suitability report writing
• Strong technical knowledge of pensions, investments and retirement planning
• The ability to interpret Fact Finds and produce clear, compliant reports

Experience with cashflow modelling tools, adviser platforms, and systems such as Curo or similar would be beneficial but not essential.