Paraplanner

Job Description

Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.What you'll be doing:

Preparing clear and compliant suitability reports tailored to client circumstances

Conducting research across pensions, investments, protection, and tax planning

Analysing client data and risk profiles to inform advice strategies

Collaborating with advisers to refine recommendations and clarify client needs

Ensuring all advice meets FCA requirements and internal compliance standards

Supporting advisers with technical input and evidence-based solutions

Explaining our approach to financial advice and ens...