Paraplanner

• Manage client requests and tasks efficiently, ensuring a professional and positive client experience
• Undertake complex client-specific analysis, including CGT assessments, IHT evaluations, and target funding calculations
• Conduct technical research and prepare detailed suitability reports following client reviews
• Support the administration team with technical queries to ensure smooth case progression
• Carry out product research and technical comparisons using industry software
• Maintain accurate records on back-office systems, tracking workflow and ongoing actions
• Assist advisers in delivering comprehensive financial planning services
• Ensure all client files and records meet FCA compliance standards
• Adhere to internal compliance procedures and regulatory requirements, including Consumer Duty and Treating Customers Fairly principles

• Minimum 2 years’ experience in a Paraplanner role
• Strong understanding of financial products and the advice process
• Excellent analytical, research, and report-writing skills
• High attention to detail with a focus on producing quality work
• Strong communication skills and ability to build effective working relationships
• Well-organised with the ability to manage multiple priorities
• Self-motivated, resilient, and professional in approach
• Working towards or holding a Level 4 Diploma in Financial Planning (desirable)
• Commitment to ongoing CPD in line with industry and company standards

Working towards or holding a Level 4 Diploma in Financial Planning