Paraplanner - #2093254

HOME BASED

Our client is seeking a motivated and detail-oriented Paraplanner to join their growing financial planning team. This is a key support role, working closely with Financial Advisers to deliver high-quality advice to clients.

You will be responsible for preparing suitability reports, conducting research, and ensuring all recommendations meet regulatory standards.

Role & Responsibilities:

• Prepare accurate and compliant suitability reports
• Conduct research and analysis on financial products (pensions, investments, protection)
• Support advisers in developing financial planning strategies
• Gather and maintain client information and fact finds
• Liaise with providers, clients, and internal teams
• Ensure all work complies with FCA regulations
• Assist with cashflow modelling and financial planning tools
• Maintain up-to-date knowledge of industry developments and legislation

Do you have the following to apply?

• Previous experience in a Paraplanner or similar technical support role
• Diploma in Financial Planning (or working towards)

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.