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 ensuring clients understand recommendations
- Contributing to process improvements and maintaining high governance standards