Paraplanner

The Paraplanner is an integral member of the Paraplanning Centre of Excellence in delivering outstanding client experience. The role requires a strong paraplanning experience, Level 4 Diploma in Financial Planning, and technical knowledge of financial products, FCA principles, and regulatory standards. The Paraplanner will assist in the delivery of bespoke financial planning solutions, produce compliant suitability letters and reports, and support client review meetings.

Requirements

• Produce compliant, high-quality, detailed suitability letters and reports
• Propose and implement recommendations with Financial Planners
• Support client review meetings and develop good rapport with clients
• Strong paraplanning experience and Level 4 Diploma in Financial Planning as a minimum
• Good application of technical knowledge and skills, showcasing an ability to undertake highly technical, precise, and detailed work to a consistently high standard
• Sound understanding of financial products, FCA principles, and regulatory standards

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave
• Private medical insurance, 24/7 digital GP, and health advice
• Employee assistance programme providing support for mental and physical health
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Enhanced family leave
• Referral scheme