About this role
Paraplanner
Location: Thornbury,– Hybrid Working
Salary: £40,000–£55,000 FTE, dependent on experience and qualifications
Contract: Permanent | Full-time or Part-time
The Opportunity
We’re looking for an experienced and motivated Paraplanner to join a small, close-knit and ambitious financial planning team.
This is an excellent opportunity for a technically strong paraplanner to work alongside Chartered Financial Advisers, providing high-quality technical and administrative support to deliver tailored financial planning solutions to clients across the UK.
You’ll play a key role in developing bespoke financial plans, producing compliant suitability reports and supporting advisers in delivering an exceptional client experience.
Key Responsibilities
Analyse clients’ financial circumstances, objectives and requirements.Research and recommend appropriate financial planning solutions across pensions, investments, protection and retirement planning.Prepare detailed suitability reports and client recommendation documents.Review existing financial arrangements and assess their suitability against client objectives.Produce cashflow modelling and financial forecasts where required.Ensure all recommendations meet FCA regulatory requirements and internal compliance standards.Liaise with clients, providers and third parties as necessary.Respond to technical client queries professionally and efficiently.Assist with the preparation of client review meetings.Identify opportunities to improve internal processes and procedures.Support wider business initiatives and projects as required. Essential Requirements
Level 4 Diploma in Financial Planning, or actively working towards completion.Previous experience in a paraplanning or financial services role.Sound technical knowledge of financial planning, pensions, investments and protection products.Strong analytical skills and excellent report-writing ability.Good understanding of FCA regulations and compliance requirements.Exceptional attention to detail and organisational skills.Proficiency in Microsoft Office, particularly Word, Excel and Outlook.Ability to manage competing priorities and meet deadlines. Desirable Skills and Experience
Chartered Financial Planner status or progress towards Chartered qualifications.Additional specialist qualifications in pensions, investments or taxation.Familiarity with CashCalc, Oxford Risk, Enable and Defaqto.Knowledge of tax planning and estate planning strategies. Salary and Benefits
A competitive salary of £40,000–£55,000 FTE, depending on experience, qualifications and location, alongside a comprehensive benefits package, including:
Company pension contributions.Income protection.Company sick pay.Holiday entitlement.Hybrid and flexible working arrangements.Flexibility around medical and dental appointments.Condensed working hours, with the office closing at 12:30 pm on Fridays.Support towards professional qualifications.Ongoing professional development and training.Performance-related bonus scheme.Free on-site parking. Interested in finding out more?
If you’re an experienced Paraplanner looking for your next career move, we’d love to hear from you. Apply today to discuss the opportunity in confidence.