Paraplanner

We’re looking for a detail-oriented and proactive Paraplanner to join our Financial Planning team and work closely with our Head of Financial Planning.

Requirements

• Provide administrative and technical support to the Head of Financial Planning.
• Gather and analyse client data, including income, assets, liabilities, and financial goals.
• Research in-house and third-party products (e.g., insurance and pensions), preparing initial analysis and recommendations.
• Draft client letters, proposals, reports, and research documentation within a strict ethical and compliance framework.
• Attend client meetings to provide technical and administrative support when required.
• Contribute to the continuous improvement of planning processes and client service delivery.
• Track and follow up on outstanding proposals submitted to clients.
• Stay up to date with financial regulations, tax laws, and market trends.
• Support junior colleagues when needed, ensuring tasks are completed and queries resolved.
• Operate within compliance and corporate standards, including FCA rules and anti-money laundering regulations.