Paraplanner

We're looking for a motivated Paraplanner to join our clients busy practice team supporting independent financial advisers. This is a genuine paraplanning role for someone who values the craft of technical financial planning and wants to build a career in the profession. You'll be working closely with our clients Practice Team Leader and supporting advisers across client reviews, new business cases, and ongoing service work. The ideal candidate will be detail-oriented, professionally curious, and able to work both independently and collaboratively within a small, supportive team. Report Writing & Technical Work: Produce high-quality suitability reports covering new business, pension transfers, and investment advice Work collaboratively with advisers to sense-check recommendations and ensure suitability Conduct financial analysis using cashflow modelling software (Dynamic Planner) Complete attitude to risk assessments and produce client reports using Dynamic Planner Research and analyse investment funds and products using FE Analytics Challenge and refine adviser recommendations to reach the correct client outcome Ensure all work meets FCA suitability requirements and Consumer Duty obligations Maintain comprehensive file documentation to compliance standards Client Support & Administration: Analyse information received from Letters of Authority and data gathering exercises Liaise with product providers to resolve queries and chase outstanding information Assist with death claims and beneficiary support processes Support annual service work and client review processes Maintain accurate client records on Intelliflo office system True Potential Integration Work: Support the firm's True Potential platform integration project Assist with client data migration and validation work Complete TP-related cases and documentation Quality & Compliance: Review and sense-check adviser work across all areas including vulnerability assessments, capacity for loss, and recommendation justifications Participate in file quality reviews and continuous improvement initiatives Stay current with regulatory changes and product developments Maintain professional development through relevant CPD Technical Knowledge: Understanding of UK financial services products (pensions, ISAs, investments, protection) Awareness of FCA regulations and suitability requirements Ability to analyse financial information and assess risk Strong written communication skills for report writing Personal Qualities: Self-directed learner who can use resources (online learning, technology tools, provider support) to research unfamiliar concepts Receptive to feedback - we need someone who learns from mistakes professionally without defensiveness Attention to detail - accuracy matters enormously in this role Team player - you'll be working closely with a small, supportive team Realistic career expectations - this role is for someone who values paraplanning as a profession, not just a stepping stone Professional confidence - able to challenge constructively when needed Practical Skills: Competent with Microsoft Office (particularly Word and Excel) Comfortable learning new software systems Able to prioritise workload and meet deadlines Strong organisational skills Desirable but Not Essential Previous paraplanner, administrator, or relevant financial services experience CII qualifications (Level 4 Diploma or working towards) Knowledge of financial planning software Understanding of trust planning, estate planning, or IHT TPBN1_UKTJ

Created: 2025-12-09