Paraplanner

Job Vacancy: Paraplanner

Are you looking to advance your career as a Paraplanner in a dynamic financial services environment? Our client is seeking a dedicated and detail-oriented Paraplanner to join their team on a permanent basis. This is an excellent opportunity for someone with a passion for finance and a desire to work within a friendly, professional setting. The role offers a competitive salary of £32,000 to £35,000, depending on experience.

About the Role: Paraplanner

The successful Paraplanner will play a critical role in supporting financial advisors by preparing comprehensive suitability reports, annual review packs, and assisting with client fact-finding processes. This is a fantastic chance to work in a client-focused environment, primarily based in Poulton, with the flexibility of working from home one day a week once established.

Candidate Responsibilities

• Prepare suitability reports based on received fact finds from financial advisors
• Assist in preparing annual review packs for clients
• Evaluate client data and compile detailed reports to support financial planning advice
• Ensure compliance with regulatory standards and internal procedures
• Collaborate with the financial advisory team to ensure accurate and efficient report delivery
• Manage client information securely and professionally using IO competency software or equivalent back-office systems

Required Skills and Experience

• Experience as a Paraplanner or similar role within financial planning
• Proven ability to prepare suitability reports and annual review packs
• Familiarity with IO competency systems or equivalent back-office tools
• Strong understanding of financial advising processes and regulatory requirements
• Excellent communication, organisational, and attention to detail
• Preferably local to Poulton or within commutable distance

Benefits

• Salary of £32,000 - £35,000, dependent on experience
• Permanent employment contract
• Hybrid working environment: initial office-based work with potential for one day remote work
• Supportive team environment with career development opportunities
• 25 days holiday + bank holidays
• Pension scheme