Paraplanner

Company Overview

This is a fantastic opportunity for a Diploma-qualified Paraplanner to advance your career with a well-established, fast-growing financial planning firm. The business is committed to maintaining a strong, technically proficient support team, enabling the delivery of high-quality advice and service to a loyal and expanding client base. You’ll join a collaborative team culture where paraplanning is respected as a core function of the advice process, and where your progression is genuinely supported.

Responsibilities

In this role, you’ll work closely with Financial Advisers to support the planning and delivery of compliant, client-focused advice. Responsibilities include:

• Preparing suitability reports and technical documentation for advice in pensions, investments, protection, and estate planning

• Conducting research and financial analysis to support tailored recommendations

• Using financial planning software (such as Genovo and Intelliflo Office) for cashflow modelling and scenario analysis

• Reviewing client data including income, assets, liabilities, and objectives

• Ensuring all advice and reports comply with FCA regulations and internal procedures

• Maintaining up-to-date client records and file notes

• Supporting with complaint handling and other regulatory obligations

• Staying informed on market developments, legislation changes, and product updates

Requirements

Qualifications

• CII Level 4 Diploma in Regulated Financial Planning (or equivalent)

• Working toward Chartered status is advantageous and fully supported

Experience and Knowledge

• Strong understanding of pensions, investments, personal tax, protection, and estate planning

• Demonstrable experience in a paraplanning or technical support role within financial planning

• Comfortable with suitability report writing and conducting product research

• Familiarity with financial services platforms (especially Intelliflo Office and/or Genovo)

Technical Skills

• Ability to carry out tax calculations and analyse financial data

• Proficiency with Microsoft Office, particularly Word, Excel, and Outlook

• Attention to detail and the ability to present complex information clearly

Personal Skills

• Effective communicator, able to liaise with advisers and stakeholders at all levels

• Strong sense of professional integrity and a commitment to delivering quality outcomes

• Team-oriented, with the flexibility to adapt and grow with the business

• Self-motivated, goal-focused, and eager to continuously develop your skills

Benefits

• Salary: £40,000 – £45,000 per annum

• Annual bonus structure

• Hybrid working (2–3 days in the office)

• 25 days holiday + bank holidays

• Pension scheme and life assurance

• Full study support for further qualifications (including Chartered status)

• Ongoing CPD and structured development pathways

• Supportive, inclusive, and professional team environment

How to Apply

If you’re a Diploma-qualified Paraplanner ready to step into a dynamic and supportive firm where your expertise is recognised and rewarded, we want to hear from you. Apply now with your CV to take the next step in your career.