Hybrid Paraplanner — £45k+Bonus & Growth Path

Tekk Fusion; Uxbridge; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid working arrangement

Bonus scheme (approx. £3,000 p.a.)

Ongoing professional development

Job summary

Tekk Fusion is seeking an experienced Paraplanner to join a growing independent financial planning practice in a hybrid setup. You will provide technical support to advisers, analyse client circumstances, and prepare compliant suitability reports across pensions, investments and protection.

The role emphasizes high-quality work, strong technical capability and collaboration within a client-focused team. The package includes a competitive salary, bonus potential and ongoing professional

Qualifications

• Previous Paraplanner experience within an IFA/financial planning practice.
• Strong knowledge of pensions, investments and protection.
• Experience producing suitability reports.
• Excellent analytical and research skills.
• Strong report-writing ability.
• Excellent attention to detail and accuracy.

Responsibilities

• Prepare high-quality suitability reports across pensions, investments and protection.
• Conduct technical research and analysis to support client recommendations.
• Review and analyse existing client arrangements and provider information.
• Carry out product, platform and fund research using industry tools, including FE Analytics where appropriate.
• Support advisers in developing suitable financial planning strategies.
• Assist with complex technical queries and case preparation.
• Review and interpret LOAs.
• Liaise with providers, platforms and third parties as required.
• Maintain accurate client records and workflows within Intelligent Office (iO).
• Keep up to date with industry, regulatory and technical developments.

Skills

Paraplanner experience

Pensions knowledge

Investments knowledge

Report writing

Analytical skills

Education

Diploma in Financial Planning (or working towards Chartered)

Tools

Intelligent Office (iO)

FE Analytics

Job description

Tekk Fusion is seeking an experienced Paraplanner to join a growing independent financial planning practice in a hybrid setup. You will provide technical support to advisers, analyse client circumstances, and prepare compliant suitability reports across pensions, investments and protection.

The role emphasizes high-quality work, strong technical capability and collaboration within a client-focused team. The package includes a competitive salary, bonus potential and ongoing professional