Paraplanner

Fram Search; West Yorkshire; Hybrid; GBP 29,000 - 40,000; Full time

Job summary

Fram Search is recruiting a Paraplanner to support a growing Financial Planning team. You will produce detailed suitability reports across pensions, investments and protection, and provide technical research and report writing to support Advisers.

You'll have a Level 4 Diploma in Financial Planning (or equivalent) and around 2–3 years' paraplanning experience. The firm offers a collaborative, hybrid working environment and clear opportunities for progression.

Qualifications

• The Level 4 Diploma in Financial Planning (or equivalent) is required.
• Around 2–3 years' paraplanning experience in Financial Planning or Wealth Management.
• Strong technical knowledge across pensions, investments and protection.
• Excellent report writing and analytical skills.
• A proactive approach with strong attention to detail.
• Experience using financial planning back-office systems would be advantageous.

Responsibilities

• Producing detailed suitability reports across pensions, investments and protection.
• Conducting technical research and analysing financial planning solutions.
• Preparing recommendations in line with client objectives and regulatory requirements.
• Assisting Advisers with complex cases and client reviews.
• Liaising with providers and internal teams to obtain information and progress cases.
• Keeping up to date with technical and regulatory developments.

Skills

Paraplanning experience

Report writing

Analytical skills

Pensions knowledge

Investments knowledge

Protection knowledge

Attention to detail

Regulatory awareness

Education

Level 4 Diploma in Financial Planning

Tools

Back-office systems

Job description

Fram Search is working with a well-established Financial Planning firm that is looking to appoint a Paraplanner to support its growing team of Financial Advisers.

This is an excellent opportunity for a Diploma-qualified Paraplanner looking to join a collaborative business that places a strong emphasis on delivering high-quality financial planning and investing in its people. You'll work closely with experienced Advisers, providing technical support and helping to deliver tailored advice to a broad range of clients.

The Role

As a Paraplanner, you will play a key role in the advice process, providing technical research and report writing while ensuring recommendations are suitable, accurate and compliant.

Key responsibilities include:

• Producing detailed suitability reports across pensions, investments and protection.
• Conducting technical research and analysing financial planning solutions.
• Preparing recommendations in line with client objectives and regulatory requirements.
• Assisting Advisers with complex cases and client reviews.
• Liaising with providers and internal teams to obtain information and progress cases.
• Keeping up to date with technical and regulatory developments.

About You

The successful candidate will have:

• The Level 4 Diploma in Financial Planning (or equivalent).
• Around 2-3 years' experience in a Paraplanning role within Financial Planning or Wealth Management.
• Strong technical knowledge across pensions, investments and protection.
• Excellent report writing and analytical skills.
• A proactive approach with strong attention to detail.
• Experience using financial planning back-office systems would be advantageous.

The Opportunity

This is an opportunity to join a supportive and forward-thinking firm that values technical expertise and encourages continued professional development. The business offers a collaborative working environment, hybrid working arrangements and genuine opportunities to progress your career as the company continues to grow.