Our client, an established Financial Advice firm are seeking a driven and technically skilled Paraplanner with 2–4 years’ experience in a financial advisory environment. This is not a traditional role – they are building something different, and you’ll play a central part in shaping the future of financial advice.

As Paraplanner you will be working alongside the financial advisers and operations team, you will be responsible for preparing high-quality, FCA-compliant suitability reports, conducting detailed investment analysis, and contributing to the development of strategic retirement planning and cash flow models. 

Role Responsibilities:

• Produce accurate and compliant suitability reports across pensions and investments
• Interpret and extract key data from pension and investment provider documents for plan evaluation.
• Generate and update fact find documentation in collaboration with advisers and clients.
• Build and analyse cash flow models and retirement plans in line with client goals.
• Integrate investment performance analysis, including average and cumulative fund returns.
• Work with modern technologies and internal tools to support scalable and efficient advice delivery.
• Incorporate advice charges, platform costs, and product fees accurately within recommendations.
• Liaise closely with financial advisers to structure holistic, goal-oriented financial plans.
• Assist in the evolution of our advice process through feedback, innovation, and testing of tools.
• Maintain up-to-date knowledge of financial products, markets, and regulatory changes.

Key Skills & Experience:

• 2–4 years’ experience in a paraplanning role within a UK financial advisory or wealth management firm.
• Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Strong understanding of UK pensions, investments, tax wrappers, and financial products.
• Proven experience in writing suitability reports and conducting product and provider analysis.
• Comfortable using cash flow modelling tools and performance reporting platforms.
• Technologically proficient – open to working with new, non-traditional software solutions.
• High attention to detail, ability to manage workload under pressure and meet tight deadlines.
• Excellent written and verbal communication skills.

Desirable Traits:

• Passionate about modernising the financial advice industry and delivering impact at scale.
• Resilient, hard-working, and enthusiastic about solving complex problems for underserved clients.
• Eager to work in a high-growth environment with opportunity for advancement and ownership.
• Collaborative mindset with a proactive approach to process improvement.

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

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