Paraplanner

IRCFS - International Recruiters - Connecting Financial Specialists Limited; Preston; On-site; GBP 30,000 - 45,000; Full time

Job summary

IRCFS - International Recruiters is recruiting an experienced Paraplanner for a well-established financial planning and wealth management firm in the Preston area. The role involves preparing suitability reports, detailed technical research, and supporting Financial Planners with complex client cases while ensuring regulatory compliance.

The ideal candidate will have strong technical knowledge of pensions and investments, excellent attention to detail, and solid communication skills.

Qualifications

• Prior paraplanning experience in UK financial planning or wealth management.
• Strong knowledge of pensions and investments.
• Experience preparing suitability reports for regulated financial advice.
• Excellent attention to detail and organisational skills.
• Professional, proactive, client-focused approach.

Responsibilities

• Prepare comprehensive suitability reports and recommendation documentation.
• Conduct detailed technical research and analysis.
• Support Financial Planners with complex client cases.
• Review client circumstances, objectives and existing arrangements.
• Cashflow modelling and financial planning analysis.
• Research pensions, investments, protection and tax-efficient planning solutions.
• Ensure recommendations and documentation meet regulatory and compliance requirements.
• Prepare for client review and planning meetings.
• Liaise with advisers, administrators, providers and other parties.
• Maintain accurate and compliant client records.
• Support delivery of an excellent client experience throughout the process.

Skills

Pensions knowledge

Investments knowledge

Report writing

Regulatory compliance

Attention to detail

Client communication

Education

Level 4 FP Qualification

Job description

The Opportunity

We are currently recruiting an experienced Paraplanner on behalf of a well-established and growing financial planning and wealth management firm.

Our client is looking for a technically strong, organised and client-focused Paraplanner to work closely with Financial Planners and support the delivery of high-quality, holistic financial advice.

This is an excellent opportunity for an experienced financial planning professional who enjoys the technical side of advice, takes pride in producing high-quality work and wants to be part of a professional and supportive environment.

The Role

Working alongside Financial Planners and the wider client services team, your responsibilities will include:

• Preparing comprehensive suitability reports and recommendation documentation
• Conducting detailed technical research and analysis
• Supporting Financial Planners with complex client cases
• Reviewing client circumstances, objectives and existing arrangements
• Cashflow modelling and financial planning analysis
• Researching pensions, investments, protection and tax-efficient planning solutions
• Ensuring recommendations and documentation meet regulatory and compliance requirements
• Preparing for client review and planning meetings
• Liaising with advisers, administrators, providers and other professional parties
• Maintaining accurate and compliant client records
• Supporting the delivery of an excellent client experience throughout the advice process

About You

We would be interested in speaking with candidates who have:

• Previous Paraplanning experience within a UK financial planning or wealth management environment
• Strong technical knowledge across pensions and investments
• Experience preparing suitability reports and supporting regulated financial advice
• Excellent attention to detail and organisational skills
• Strong written and verbal communication
• A professional, proactive and client-focused approach
• Good understanding of FCA requirements and compliant financial planning processes
• Level 4 financial planning qualifications, or significant progress towards them, preferred. Further professional qualifications and progress towards Chartered status would be welcomed.

Why Consider This Opportunity?

This is an opportunity to join an established financial planning business that values quality advice, professionalism and long-term client relationships.

The successful candidate will work closely with experienced financial planning professionals and have the opportunity to continue developing their technical expertise and career within wealth management.