Experienced Paraplanner – Chartered Path Ahead

Financial Divisions; Greenham; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Life Assurance - 4x salary

Income Protection - 75%

Private Medical Insurance

Pension scheme

Job summary

Financial Divisions is seeking an experienced Paraplanner in Ascot to join a respected financial planning team, supporting Advisers with technical research and documentation. You will assist throughout the advisory process, from information gathering to modelling outcomes and producing detailed suitability reports.

The role offers hybrid working after probation, a clear path toward Chartered status, and a competitive package including a 50k salary and development opportunities.

Qualifications

• CII Diploma in Regulated Financial Planning (DipPFS) or equivalent Paraplanning qualification.
• Proven experience in IFA/Financial Planning or Wealth Management environments.
• Strong technical knowledge across pensions, investments and wider financial planning.
• Experience with cashflow planning and financial analysis.
• Excellent research, report-writing and analytical skills.
• Strong attention to detail and a highly organised approach.
• Excellent communication with Advisers, colleagues, clients and contacts.
• Proactive approach and commitment to ongoing professional development.
• Strong Microsoft Office skills.

Responsibilities

• Produce high-quality suitability reports and recommendation documentation for Adviser review.
• Gather, analyse and interpret detailed client information to support financial planning recommendations.
• Conduct technical research across pensions, investments, protection and wider financial planning.
• Undertake cashflow planning and detailed financial analysis.
• Complete CIP, CRP and product research with evidenced recommendations.
• Develop and maintain strong technical knowledge of financial products and provider propositions.
• Support Advisers with ongoing client servicing and preparation for client meetings.
• Liaise with clients to obtain information and support positive outcomes.
• Liaise with providers, platforms and professional contacts to progress cases.
• Maintain accurate and comprehensive client records.
• Help develop internal procedures, processes and report templates.
• Manage workloads effectively and meet key deadlines.
• Provide high-quality technical information and analysis throughout the planning journey.

Skills

Paraplanner

Analytical skills

Financial services

Client-facing

Education

CII Diploma in Regulated Financial Planning (DipPFS)

Tools

Assureweb

Exweb

Intelligent Office

Transact

Job description

Financial Divisions is seeking an experienced Paraplanner in Ascot to join a respected financial planning team, supporting Advisers with technical research and documentation. You will assist throughout the advisory process, from information gathering to modelling outcomes and producing detailed suitability reports.

The role offers hybrid working after probation, a clear path toward Chartered status, and a competitive package including a 50k salary and development opportunities.