CrawlJobs Logo
Outsource UK Logo Outsource UK · Banking

Paraplanner

United Kingdom, Birmingham · Job Posted May 28, 2026
Apply Position
Job Link Share

Job Description

Outsource UK are recruiting for a Paraplanner We are seeking an experienced and technically skilled Paraplanner to join a highly respected financial services organisation. This is an excellent opportunity for someone with strong paraplanning experience or a background as an Independent Financial Adviser (IFA) looking to work in a collaborative, professional environment supporting the delivery of holistic financial advice. This role focuses on complex areas of financial planning including estate planning, retirement planning, investment replacement and pension switching. You will play a key role in providing robust technical support and ensuring advice is fully evidenced, compliant and aligned to regulatory standards.

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

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
Outsource UK - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Paraplanner

8 matching positions

Paraplanner

We’re looking for an experienced Paraplanner to join our busy Financial Planning...
Location
Location
United Kingdom , Taunton
Salary
Salary:
Not provided
albertgoodman.co.uk Logo
Albert Goodman LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Dip PFS or equivalent
  • At least 2-3 years previous experience in a similar role
  • Service focused with great client care, especially over the phone
  • Great communication skills and ability to work within a team
  • Sound knowledge of investments, pensions, IHT planning and centralised investment propositions
  • Understanding or willingness to incorporate Long Term Care planning
  • Knowledge of trusts
  • Confidence in using IT software
  • Experience with Intelligent Office client database/back office system welcomed
  • Experience with research tools such as FE Analytics and Selectapension welcomed
Job Responsibility
Job Responsibility
  • Researching, preparing, and writing a wide range of reports within given timescales
  • Helping train, coach, and support more junior paraplanners and report writers
  • Delivering great service to clients
  • Providing overall support for consultants
What we offer
What we offer
  • Minimum of 25 days holiday which increases with length of service
  • Option to buy and sell holiday
  • Annual salary review
  • Hybrid working
  • Payment of any professional subscriptions relevant to your role
  • Group pension scheme
  • Life assurance with access to a smart health app
  • Employee assistance programme for you and your family
  • One volunteering day per year
  • Cinema society discounts
  • Fulltime
Read More
Arrow Right

Regional Paraplanner Manager

Focused, motivational and inspiring. Our Regional Paraplanning Managers are resp...
Location
Location
Salary
Salary:
Not provided
chasedevere.co.uk Logo
Chase de Vere
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A confident and effective people manager with a proven ability to develop, motivate, and empower others
  • Ideally experienced in managing a large team of highly productive Paraplanners, with a track record of delivering results
  • Preferably has experience managing teams across multiple office locations
  • Extensive paraplanning experience within an IFA environment, with strong technical knowledge in pension transfers, investments, SIPPs, post-retirement planning, and inheritance tax planning
  • Strong IT skills, with proficiency in research tools—ideally including Financial Express
  • Able to balance commercial business needs with regulatory and compliance requirements
  • Excellent communication skills, with the ability to build and maintain effective working relationships at all levels
  • Capable of providing technical support and guidance to Report Writers and Paraplanners
  • In-depth understanding of financial services products and the wider financial planning landscape
  • Demonstrates the ability to work under pressure, manage competing priorities, and meet deadlines effectively
Job Responsibility
Job Responsibility
  • Lead, manage, develop, and motivate a team of Paraplanners and Report Writers to deliver exceptional support to Advisers, helping them meet fee income targets, fulfill client servicing commitments, and adhere to business quality standards
  • Oversee workflow between Advisers and the Paraplanning/Report Writing team, ensuring resource allocation aligns with business needs
  • Conduct regular one-to-one meetings and annual appraisals, setting clear objectives and individual development plans to support ongoing training and development
  • Provide high-quality paraplanning support to Private Client Advisers when required
  • Establish and promote consistent standards for the paraplanner role across regional offices
  • Ensure the production of compliant business by supervising the preparation of high-quality written advice and technical research, in line with the Company’s Business Quality Standards
  • Drive continuous improvement in the paraplanning function by evaluating processes, recommending enhancements, and implementing changes
  • Monitor and improve productivity and quality in line with KPIs and business objectives, while fostering a professional, motivated, and high-performing team culture
  • Identify opportunities to enhance the client service experience and increase adviser productivity through efficient paraplanner support, enabling Advisers to spend more time with clients
  • Ensure full compliance with regulatory requirements, including Treating Customers Fairly (TCF), Financial Crime Procedures, and other relevant policies
What we offer
What we offer
  • Opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
Read More
Arrow Right

Paraplanner

Chase de Vere paraplanners work closely with our financial advisers and client s...
Location
Location
Salary
Salary:
Not provided
chasedevere.co.uk Logo
Chase de Vere
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Secured a number of financial planning (R0) qualifications
  • Striving to complete Diploma in Regulated Financial Planning
  • Minimum 2 years experience as a paraplanner
  • Ability to work independently
  • Keen eye for detail
  • Passion to provide best independent financial research and advice
  • Teamwork and collaboration skills
  • Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Job Responsibility
Job Responsibility
  • Researching, analysing market trends and report writing
  • Working closely with financial advisers and client support teams to deliver advice and provide ongoing services
  • Preparing recommendations
  • Reviewing clients’ finances on an annual basis
  • Assessing exposure to risk
  • Updating financial strategy to reflect changing circumstances
  • Conducting research on clients’ financial planning arrangements
  • Undertaking investment portfolio analysis, including asset allocation analysis
  • Compiling investment, pension and protection illustrations, projections and associated documentation
  • Writing technical and accurate suitability reports and client service agreement letters
What we offer
What we offer
  • Opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
Read More
Arrow Right

Senior Paraplanner

Chase de Vere paraplanners work closely with financial advisers and client suppo...
Location
Location
Salary
Salary:
Not provided
chasedevere.co.uk Logo
Chase de Vere
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Secured a number of financial planning (R0) qualifications
  • Striving to complete Diploma in Regulated Financial Planning
  • Minimum 2 years experience as a paraplanner
  • Ability to work independently
  • Keen eye for detail
  • Passion to provide best independent financial research and advice
  • Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
  • Teamwork and collaboration skills
Job Responsibility
Job Responsibility
  • Researching, analysing market trends and report writing
  • Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
  • Prepare recommendations
  • Review clients’ finances on an annual basis
  • Assess exposure to risk
  • Update financial strategy to reflect changing circumstances
  • Conduct research on clients’ financial planning arrangements
  • Undertake investment portfolio analysis including asset allocation analysis
  • Compile investment, pension and protection illustrations, projections and associated documentation
  • Write technical and accurate suitability reports and client service agreement letters
What we offer
What we offer
  • Opportunity to earn an annual bonus
  • 25 days holiday plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit individual needs
  • Option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year to support local community
Read More
Arrow Right

Paraplanner

To join their expanding team as a Paraplanner to help the company provide a full...
Location
Location
United Kingdom , Newton Abbot
Salary
Salary:
40000.00 - 45000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
  • Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations
  • Analytical in solving tasks with a keen attention for detail
  • Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
  • Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
  • A positive and proactive approach to work and a desire to help and support the wider team
  • To have a helpful can do approach to problem solving and assisting wider team as and when required to resolve issues in a most sensible and time efficient manner
  • Calm and considered outlook in approach to problem solving
Job Responsibility
Job Responsibility
  • Receiving instructions during debriefings from advisers following client meetings
  • Interpreting data obtained by advisers during client meetings
  • Analysing data and using research tools to provide solutions to meet client needs and objectives
  • Providing records to support research undertaken
  • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
  • Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports
  • Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way
  • Carrying out all tasks in a manner consistent with compliance procedures and company process
  • Ensuring all client files are compliant on an ongoing basis
  • Ensure that significant risk issues are referred to the Head of Compliance where appropriate
What we offer
What we offer
  • 25 days holiday plus Bank Holidays
  • annual company bonus - up to 4% of salary
  • pension scheme - 3 x salary
  • death in service
  • employee wellbeing
  • company sports team
  • modern office with great amenities and facilities
  • dress down Fridays
  • free parking
  • Fulltime
Read More
Arrow Right

Finance Administrator / Trainee Paraplanner

An exciting opportunity has opened up for a motivated and detail-driven individu...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
23000.00 - 26000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Confident, professional, and comfortable liaising with clients and external partners
  • Organised, detail-oriented, and thrives under pressure
  • A strong communicator with a knack for discretion and confidentiality
  • IT-proficient, numerically sharp, and ready to solve problems proactively
Job Responsibility
Job Responsibility
  • Supporting Financial Advisers with top-tier administrative and paraplanning assistance
  • Preparing key client documentation-think reports, valuations, illustrations, and quotes
  • Processing new business paperwork, ensuring accuracy and compliance with quality standards
  • Responding to client and third-party queries with professionalism and efficiency
What we offer
What we offer
  • Hybrid working model
  • Supportive and collaborative team culture
  • Clear pathways for professional growth and development
  • Fulltime
Read More
Arrow Right

Entry Level Paraplanner

Are you ready to kickstart your career in the exciting world of Financial Servic...
Location
Location
United Kingdom , Colchester
Salary
Salary:
28000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A or B in GCSE Maths is essential
  • Strong A Levels or a graduate
  • CII Financial Adviser Exam or exams are ideal, but not mandatory
  • The ability to work under pressure and remain composed
  • A fast-learning ability to adapt to the vibrant environment
  • Meticulous attention to detail to ensure accuracy in all tasks
  • Strong problem-solving skills to tackle challenges head-on
  • Excellent time management skills to meet deadlines
  • Comfortable with numbers, as you will be working with financial data regularly
  • A genuine desire to learn, develop, and progress within the Financial Services sector
Job Responsibility
Job Responsibility
  • Conducting thorough research on Pension, Investment, and Protection options
  • Preparing Discussion Documents for Financial Adviser Meetings
  • Managing the Pre-Submission Process efficiently
  • Crafting detailed Suitability Reports
  • Arranging the Advisor's diary and arranging annual reviews
  • Running the Advisor back-office system
  • Welcoming clients and ensuring a positive experience during Adviser meetings
  • Point of contact for the clients on behalf of the Advisor
What we offer
What we offer
  • Opportunities for professional development and progression including sponsorship for financial services related qualifications
  • A supportive and friendly team environment
  • A comprehensive benefits package, including pension plans
  • Pay rises for each financial services related exam passed
  • Fulltime
Read More
Arrow Right

Paraplanner

Join Our client as a Paraplanner in Tunbridge Wells! Are you a detail-oriented f...
Location
Location
United Kingdom , Tunbridge Wells
Salary
Salary:
33000.00 - 42500.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of 2 years' paraplanning experience
  • Relevant Diploma in regulated Financial Planning
  • Strong knowledge of pensions, investments, protection, and taxation
  • Technically proficient
  • Excellent writing, communication, and analytical skills
  • Proficiency in financial planning software and Microsoft Office
Job Responsibility
Job Responsibility
  • Drafting suitability reports for pensions, investments, protection, and tax planning
  • Creating cash flow projections and conducting detailed financial analyses
  • Researching financial products and collaborating with advisers to tailor recommendations
  • Maintaining compliant client records and assisting with technical queries
  • Keeping up-to-date with regulatory changes and financial planning tools
What we offer
What we offer
  • 25 days annual leave + Bank Holidays + Birthday Off
  • Pension
  • Death in Service
  • Cycle to work
  • Additional Holiday Purchase Scheme
  • Fulltime
Read More
Arrow Right