Paraplanner

Fram Search; Essex; On-site; GBP 30,000 - 40,000; Full time

Job summary

A boutique financial planning firm in Essex is seeking a Paraplanner to support advisers and maintain the quality of financial advice. The role involves preparing suitability reports and conducting research in areas like pensions and tax planning. Ideal candidates will have a background in financial planning or be working towards a Level 4 Diploma. The firm values attention to detail and offers a supportive environment for ongoing professional development.

Qualifications

• Proven experience as a Paraplanner or in a similar role.
• Strong understanding of financial products and regulations.
• Ability to prepare suitability reports and conduct financial research.

Responsibilities

• Prepare suitability reports and ensure compliance.
• Conduct research across pensions, investments, and tax planning.
• Support advisers in delivering high-quality financial advice.

Skills

Attention to detail

Technical knowledge in financial planning

Research skills

Education

Level 4 Diploma in Financial Planning

Job description

Fram is working with a boutique financial planning firm in Essex that is looking to engage with a Paraplanner to support its advisers and maintain the technical quality of its advice. The firm is independent and client focused, with a strong emphasis on accuracy and consistency across the advice process.

The role involves preparing suitability reports, conducting research, and supporting advisers across a range of financial planning areas including pensions, investments, and tax planning. Paraplanners work closely with advisers and administrators to ensure that recommendations are well structured, compliant, and clearly presented.

This may appeal to someone with paraplanning experience who enjoys technical work and takes pride in detail. The Level 4 Diploma in Financial Planning would be beneficial, although individuals working toward qualification will also be considered. The firm offers a supportive environment with a focus on ongoing development.

Applicants must have the right to work in the UK.