Report Writer / Financial Paraplanner (Home-Based)

PowerPlanner Solutions is a small but growing paraplanning services company seeking an experienced Report Writer / Financial Paraplanner to join our team on a full-time, permanent basis. This is an exciting opportunity to work within a small, agile business, gain exposure to a variety of financial services disciplines, and play a key role in delivering high-quality, compliant suitability reports. The successful candidate will be instrumental in supporting the companys ongoing growth by contributing to day-to-day paraplanning, report writing, and process improvement activities. Whilst the role is predominantly home-based, it will occasionally require pre-arranged in-person meetings. Overview You will be responsible for using information provided by clients and advisers, collating and inputting data, and producing accurate, personalised suitability reports using PowerPlanners internal systems. You will also provide technical input where required and help maintain the high standards expected by our clients. Key Responsibilities Production of suitability reports using in-house, bespoke software Personalising suitability reports in line with specific adviser requirements Editing, proofreading, and error-checking reports to ensure accuracy and quality Gathering and entering client information Gathering and clarifying information on financial products Obtaining illustrations and quotes for new products Providing technical input and support to team members Responding to client or adviser queries when required Providing ad-hoc administrative support Contributing to process improvements and maintenance of internal systems Desired Skills & Experience Minimum 2 years experience in financial services (paraplanning or IFA administration preferred) Excellent written and verbal communication skills Previous experience creating suitability reports Strong knowledge of pensions and investments Excellent attention to detail Proficiency using word processing software Ability to work under pressure and meet tight deadlines Ability to adapt writing style for different audiences TPBN1_UKTJ

Created: 2026-02-10