Paraplanner: Flexible Hours, Training & Career Growth

Service Service; Hethersett; On-site; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Pension (auto-enrolment)

28 days holiday (3 of which are kept s

4 x Death in Service

Full support for relevant Qualif ica

Discretionary bonus

Birthday day off if it falls on a work

Flexible working (start anytime 8am-9:

Early finish on a Friday (3pm)

Free fruit in the office

Flu vaccination voucher

Job summary

Service Service in Norfolk seeks an experienced Paraplanner to provide first-class technical support to Advisers and the client services team. You will assist with research, prepare compliant suitability reports, and contribute to centralised paraplanning processes.

Minimum Level 4 Diploma PFS is required, with encouragement to progress to Chartered status. The role offers a supportive environment, pension, and flexible working hours.

Qualifications

• The minimum qualification is Level 4 Diploma PFS.
• Experience providing paraplanning support and preparing technical reports.
• Knowledge of FCA regulations and suitability reporting requirements.

Responsibilities

• Provide technical guidance and proactive support to Advisers.
• Prepare written, compliant client reports and maintain accurate documentation.
• Keep up-to-date with product, legislative and technical changes.

Skills

FCA compliance knowledge

Multi-tasking

Technical research

Client-focused service

Tax knowledge

Education

Level 4 Diploma PFS

Tools

Intelligent Office

Transact

Elevate

Standard Life

OMW

Job description

Service Service in Norfolk seeks an experienced Paraplanner to provide first-class technical support to Advisers and the client services team. You will assist with research, prepare compliant suitability reports, and contribute to centralised paraplanning processes.

Minimum Level 4 Diploma PFS is required, with encouragement to progress to Chartered status. The role offers a supportive environment, pension, and flexible working hours.