Paraplanner

atomos wealth; West of England; On-site; GBP 32,000 - 46,000; Full time

Job summary

Atomos Wealth in the United Kingdom is seeking a qualified Paraplanner to support advisers with detailed research and the preparation of clear, compliant suitability reports.

You will work as a technical partner in the advice process, helping develop planning strategies and ensuring recommendations are thoroughly researched and well documented.

Qualifications

• Experience in Paraplanning or similar technical role in wealth management/financial advice.
• Level 4 Diploma in Financial Planning (CII/CISI/LIBF) or equivalent.
• Strong knowledge across pensions, investments, protection and inheritance tax planning.
• Experience producing high-quality suitability reports, research and analysis.

Responsibilities

• Produce accurate, high-quality suitability reports within SLAs.
• Conduct in-depth research across pensions, investments and protection to support advisor recommendations.
• Apply technical knowledge to help develop planning strategies for clients.
• Develop effective relationships with Financial Planners through regular communication.
• Support Financial Planners with complex cases and accurately document recommendations.

Skills

Paraplanning

Financial planning

Cashflow modelling

Research & analysis

Suitability reports

Regulatory knowledge

Stakeholder communication

Education

Level 4 Diploma in Financial Planning

Tools

Cashflow modelling software

Job description

Are you a qualified Paraplanner who thrives on solving complex financial planning challenges and making a meaningful impact on client outcomes?

Join a high-performing financial planning firm where your technical expertise and analytical skills are highly valued. You'll have the opportunity to work on sophisticated cases, undertake in-depth research and analysis, and contribute to exceptional client experiences.

If you're looking for a role where your expertise will be recognised, your development supported and your contribution truly valued, we'd love to hear from you.

About the role

You will play a vital role in supporting advisers through detailed research, technical analysis and the preparation of clear, compliant suitability reports. This role offers the opportunity to work with Financial Planners, acting as a key technical partner in the advice process while continuing to develop your own specialist knowledge and expertise. You'll utilise your technical knowledge to inform planning strategies, help identify solutions, and ensure advice recommendations are thoroughly researched and accurately documented.

Accountabilities

• Produce accurate, high-quality suitability reports that deliver clear, compliant and client-friendly advice within agreed Service Level Agreements.
• Conduct detailed research and analysis across pensions, investment, protection and wider financial planning products to support adviser recommendations.
• Apply technical knowledge and experience to help Financial Planners develop appropriate planning strategies to achieve the best client outcomes.
• Develop effective working relationships with Financial Planners through regular communication via email, Teams and face-to-face interactions.
• Apply your technical expertise to support Financial Planners in delivering sophisticated financial planning solutions, acting as a trusted sounding board for complex cases and planning ideas.

Skills and Experience

• Previous experience in a Paraplanning or similar technical financial planning role, ideally gained within a wealth management or financial advice environment.
• Level 4 Diploma in Financial Planning through the CII, CISI or LIBF, or an equivalent qualification.
• Strong technical knowledge across pensions, investments, protection, long-term care and inheritance tax planning.
• Experience producing high-quality suitability reports, research and technical analysis to support client recommendations.
• Confident using cashflow modelling to support clients’ financial planning strategies and long-term objectives.
• Experience supporting Financial Planners with complex client cases, including gathering, analysing and presenting technical information.
• Excellent analytical, research and problem-solving skills, with strong attention to detail.
• High standard of written communication, with the ability to produce clear, accurate and client-friendly documentation.
• Strong organisational skills, with the ability to manage multiple cases, priorities and deadlines.
• Working towards Chartered status, or already Chartered, would be advantageous.