Paraplanner

Rapid Recruitment Services; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial recruitment agency in the United Kingdom is seeking an experienced Paraplanner/Financial Adviser Support professional. This role involves supporting financial advisers by preparing detailed plans, conducting product research, and ensuring compliance. Candidates should have experience in a related role, ideally possess a Level 4 Diploma in Financial Planning, and be proficient in financial planning software. The position offers career progression opportunities and supports ongoing professional development.

Qualifications

• Experience in a paraplanning or financial advice support role.
• Solid understanding of financial products and tax considerations.
• Excellent written and verbal communication skills.

Responsibilities

• Support advisers by researching financial products.
• Prepare suitability reports and financial planning summaries.
• Maintain accurate client records and ensure FCA compliance.

Skills

Researching financial products

Preparing suitability reports

Client communication

Analytical skills

Problem-solving

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Office

Intelliflo

Voyant

Xplan

Job description

Overview

We are proud to be working in partnership with a respected financial planning firm to recruit an experienced Paraplanner / Financial Adviser Support professional.

This is an excellent opportunity to join a well-established organisation that provides comprehensive wealth management and financial planning services to a diverse client base. The successful candidate will play a key role in supporting Financial Advisers by preparing detailed financial plans, conducting research, and ensuring all client recommendations are accurate, compliant, and aligned with company standards.

Key Responsibilities

• Support advisers by researching financial products including pensions, investments, and protection plans.
• Prepare suitability reports, client review documents, and financial planning summaries.
• Analyse client portfolios and assist in developing tailored financial recommendations.
• Communicate with product providers to obtain policy information and quotations.
• Maintain accurate client records and ensure all work meets FCA compliance requirements.
• Stay informed about changes in financial legislation, taxation, and product developments.
• Contribute to a collaborative and high-performing adviser support team.

Skills and Qualifications

• Level 4 Diploma in Regulated Financial Planning (or working towards it) desirable.
• Proven experience within a paraplanning or financial advice support role.Solid understanding of financial products, investment principles, and tax considerations.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills, with high attention to detail.
• Proficiency in Microsoft Office and financial planning software such as Intelliflo, Voyant, or Xplan.

Career Development

This role offers clear progression opportunities within the firm, including routes into Senior Paraplanning, Technical Specialist, or Financial Adviser positions. The company encourages ongoing professional development and provides support towards achieving advanced qualifications.