Paraplanner Job at Brook-St Hiredonline (Belfast)

Paraplanner

Brook Street Recruitment is working on behalf of a well-established East Belfast...

Location

United Kingdom , Belfast

Salary:

45000.00 GBP / Year

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Experience working within a UK IFA / financial planning environment
Strong understanding of FCA suitability requirements
Proven ability to review, challenge, and enhance suitability reports
Experience across pensions and investments
Level 4 Diploma qualified (or close to completion)

Job Responsibility

Take full ownership of the structure, clarity, and quality of suitability reports
Review and challenge adviser recommendations to ensure they are suitable, consistent, and clearly articulated
Use AI tools to support drafting, summarisation, and quality checks - refining outputs to a high professional standard
Conduct detailed product research across pensions and investment solutions
Act as a key point of contact between advisers and administration teams
Identify gaps, inconsistencies, and opportunities to improve the advice process

What we offer

Ongoing exam support and CPD

Fulltime

Paraplanner

We have a fantastic vacancy for a Paraplanner to join our Stokenchurch Office. T...

Location

United Kingdom , Stokenchurch

Salary:

Not provided

Perspective Financial Group Ltd

Expiration Date

Until further notice

Requirements

Experience in providing high quality support
Motivated
Friendly
Professional at all times
Satisfactory criminal record background checks

Job Responsibility

Provide technical support to Financial Planners in the process of servicing Clients’ Financial Advice needs
Instinctively provide excellent standards of client service
Conduct detailed research on clients’ existing and potential arrangements
Assess clients’ financial objectives
Produce timely and compliant Financial Planning Reports

What we offer

Birthday Leave
Electric Vehicle Scheme
Cycle to Work Scheme
Eyecare Support
Holiday Purchase Scheme
Long Service Awards
Extra Discount Cards
Family Friendly Policy
25 days holiday
Pension

Fulltime

Paraplanner

Outsource UK are recruiting for a Paraplanner We are seeking an experienced and ...

Location

United Kingdom , Birmingham

Salary:

Not provided

Outsource UK

Expiration Date

Until further notice

Requirements

L4 Diploma in Financial Advice or equivalent (part qualified candidates will also be considered)
Proven experience within paraplanning or financial advice
Strong analytical and technical skills
Experience in complex advice areas including estate planning, retirement advice and replacement analysis
Knowledge of pension products, annual allowance and lifetime allowance
Experience writing suitability reports and compiling client files
Strong IT skills including Microsoft Outlook, Word and Excel
Excellent communication skills with the ability to work effectively across teams
A proactive, organised and detail-focused approach
The ability to manage workloads independently while contributing positively within a team environment

Job Responsibility

Preparing suitability reports and client case files in line with internal and external compliance standards
Conducting research and analysis across estate planning, pension benefits, pension switching and investment replacement
Preparing application forms and product information packs for client meetings
Updating internal systems with accurate client data and case notes
Providing technical support via telephone, email and web-based channels for complex cases
Supporting field-based advisers with technical guidance relating to estate planning, investment replacement and pension switching, pension and retirement advice

Fulltime

Paraplanner

Are you an experienced Paraplanner looking for your next career move? This is an...

Location

United Kingdom , Nottingham

Salary:

40000.00 - 45000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

September 05, 2026

Requirements

Diploma qualified (level 4) or working towards Chartered status
Solid paraplanning experience, with strong technical knowledge
Excellent report writing and research skills
Proactive, detail-oriented and confident working closely with advisers and clients

Job Responsibility

Working directly alongside Senior Financial Advisers
providing technical support
helping deliver outstanding client service
getting involved in complex cases covering investments, pensions, tax planning and protection

What we offer

Hybrid working, 1-2 days in office (Nottingham)
Attractive annual bonus
Generous annual leave/holiday trading (buy/sell)
Life insurance - 4x base salary
Private medical insurance - individual and family cover
Dental cover
Group income protection - 35% of salary
DIS

Fulltime

Paraplanner

AFH Wealth Management is proud to be one of the UK’s leading independent financi...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Diploma in Financial Planning
Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
Experience in an IFA environment, demonstrating quality communications of constructive feedback
A high standard of written and numerical skills
An ability to demonstrate strong report-writing skills
A high level of accuracy and attention to detail
Aptitude in Microsoft Office

Job Responsibility

Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
Prepare and interpreting complex plan information with a view to completing transfer analysis
Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
Thorough research conducted where necessary and referring to Senior team members, where necessary
Participating in firm research projects, adhering to set deadlines, as and if required

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Paraplanner

A highly respected and nationally recognised professional services firm is seeki...

Location

United Kingdom , Newcastle upon Tyne

Salary:

42000.00 - 48000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

September 06, 2026

Requirements

Diploma qualified (CII Level 4 or equivalent)
Previous paraplanning experience within financial planning/wealth management
Experience supporting advisers and delivering high-quality client service
Familiarity with CRM systems and financial planning software
Working knowledge of tools such as Intelliflo, CashCalc and FE Analytics is advantageous
Strong attention to detail and report-writing capability
Competent Microsoft Excel skills
Good understanding of financial planning principles and suitability reporting

Job Responsibility

Provide technical and research support to Financial Planners
Prepare suitability and review reports
Produce recommendation summaries for processing teams
Ensure recommendations align with internal standards and compliance requirements
Challenge and question recommendations where appropriate
Liaise with compliance and support teams when required
Collate and complete application forms and supporting documentation
Maintain accurate client records and update CRM systems
Develop and maintain knowledge of investment propositions and internal procedures

What we offer

Hybrid/flexible working environment
Supportive and collaborative team culture
Opportunity to join a well-established and growing financial planning business
Strong long-term career development prospects

Paraplanner

The Paraplanning function provides critical support to the Advice team by ensuri...

Location

United Kingdom , Bristol

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Financial Planning Diploma qualified (or equivalent)
Strong experience in end-to-end paraplanning
Excellent communication, written and verbal
High attention to detail and strong organisational skills
Ability to personalise suitability reports beyond templated wording
Integrity, professionalism, and adherence to Consumer Duty
Research tools experience such as Selectapension, FE Analytics, Iress/Exchange, Voyant/FinCalc, and Dynamic Planner
Understanding of centralised investment propositions including model portfolios and DFMs
Strong MS Office skills
Clear communication

Job Responsibility

Deliver timely, high-quality paraplanning support including research, analysis, and suitability reports
Support Financial Advisers by preparing pre-meeting documents, analysing products, charges, tax implications, and risk profiles
Build strong partnerships with Advisers, refining recommendations collaboratively
Drive excellence by identifying opportunities to improve processes and client outcomes
Maintain accurate records within Intelligent Office and adhere to agreed timescales

What we offer

Skills accelerator
Support to Succeed through in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave
Corporate pension
Private medical
Life assurance
Critical illness cover
Electric car salary sacrifice
Paid time off for celebrations and volunteering
Discounted Ascot Lloyd financial advice for employees
Enhanced parental leave

Fulltime

Paraplanner

We are seeking a proactive individual to join our team as a Paraplanner. This po...

Location

United Kingdom , Tenterden

Salary:

Not provided

Office Angels

Expiration Date

Until further notice

Requirements

Experience within a UK financial planning or paraplanning environment
Strong understanding of the regulated advice process
Excellent written communication skills with a keen eye for detail
Ability to juggle multiple cases and meet deadlines
Proficient in using Salesforce or similar CRM systems
Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent)
Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience

Job Responsibility

Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning
Analysing client information and conducting comprehensive technical research
Structuring advice that aligns with client objectives and adheres to FCA requirements
Maintaining precise client records and workflows using Salesforce
Producing cash flow modelling and planning illustrations when necessary
Assisting Advisers with pre and post meeting preparations
Collaborating on complex planning cases and addressing technical queries
Staying updated on regulatory and legislative changes

What we offer

25 days per annum + 8 Bank Holidays
Additional leave after 3 years service
Birthday Off as an extra day
Xmas Close
Annual Bonus Scheme
Pension
Private Medical Healthcare
Parking
Exam support and study funding available where required
Clear progression opportunities to elevate your career

Fulltime

Select Country

Paraplanner

Job Description

Job Responsibility

Requirements

Looking for more opportunities?

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Our AI answers in your language