Hybrid Paraplanner — Research & Reports for Clients

Service Care Solutions; Whetstone; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A financial advisory firm located in the United Kingdom is seeking an experienced Paraplanner to provide comprehensive support to advisers. You'll conduct research, analyze portfolios, and produce high-quality suitability reports. Ideal candidates will have a Level 4 Diploma in Regulated Financial Planning and proven experience in financial services. The firm offers a hybrid working model and a £250 referral bonus for successful placements.

Benefits

£250 referral bonus

Qualifications

• Proven experience as a Paraplanner within a financial services or advisory firm.
• Strong technical knowledge of pensions, investments, and retirement planning.
• Excellent attention to detail and commitment to accuracy and compliance.

Responsibilities

• Conduct provider and product research, fund performance analysis, and cashflow modelling.
• Prepare bespoke, compliant suitability reports aligned with individual client objectives.
• Communicate effectively with clients and colleagues via email, phone, and written correspondence.

Skills

Provider and product research

Report writing

Fund analysis

Cashflow modelling

Strong interpersonal skills

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS)

Tools

Microsoft Office Suite

FE Analytics

Job description

A financial advisory firm located in the United Kingdom is seeking an experienced Paraplanner to provide comprehensive support to advisers. You'll conduct research, analyze portfolios, and produce high-quality suitability reports. Ideal candidates will have a Level 4 Diploma in Regulated Financial Planning and proven experience in financial services. The firm offers a hybrid working model and a £250 referral bonus for successful placements.