Hybrid Paraplanner: Technical Financial Planning Specialist

Recruit UK; Lancashire; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Collaborative environment

Job summary

Recruit UK in Wigan is seeking an experienced Paraplanner to support Financial Planners throughout the advice process in a hybrid role (3 days in the office, 2 days at home).

You will draft accurate suitability reports, provide detailed research on pensions, investments and retirement planning, and ensure recommendations are compliant and robust for clients.

This is an excellent opportunity to develop your career within a collaborative, supportive team.

Qualifications

• Experience as a Paraplanner within a financial planning environment.
• Strong knowledge across pensions, investments, protection and retirement planning.
• Experience writing suitability reports.
• Excellent research and analytical skills.
• Good understanding of FCA/compliance requirements.
• Excellent attention to detail and accuracy.

Responsibilities

• Draft accurate and compliant suitability reports based on adviser recommendations.
• Liaise closely with Financial Planners to ensure information is complete and accurate.
• Interpret client meeting notes and assist with preparing suitable recommendations.
• Conduct detailed research into existing policies, investments and pensions.
• Obtain illustrations, Key Features documents and supporting information.
• Provide technical guidance and support to Financial Planners.
• Manage your own caseload and maintain client records to a high standard.
• Collaborate with advisers, administrators and wider teams to deliver a great client experience.
• Maintain strong technical and industry knowledge and best-practice processes.
• Identify opportunities to improve paraplanning processes and efficiency.
• Provide coaching or training support to other Paraplanners when appropriate.
• Ensure all work meets regulatory, compliance and departmental standards.

Skills

Paraplanning experience

Pensions & investments

Suitability reports

Regulatory compliance (FCA)

Research & analysis

Communication with Financial Planners

Job description

Recruit UK in Wigan is seeking an experienced Paraplanner to support Financial Planners throughout the advice process in a hybrid role (3 days in the office, 2 days at home).

You will draft accurate suitability reports, provide detailed research on pensions, investments and retirement planning, and ensure recommendations are compliant and robust for clients.

This is an excellent opportunity to develop your career within a collaborative, supportive team.