Paraplanner | Hybrid, Growth-Oriented Wealth Planning

Pavilion Recruitment Solutions; Essex; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Exposure to experienced Financial Plan

Supportive team environment

Clear progression opportunities

Job summary

Pavilion Recruitment Solutions is helping a growing independent Financial Planning firm hire an experienced Paraplanner. This role offers hybrid working and a basic salary of up to £45,000, with clear progression opportunities.

You will support Financial Planners on a varied caseload, produce suitability reports, conduct pension and investment analysis, and help advisers through the full recommendation process. The firm values thorough research and regulatory compliance.

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Previous Paraplanning experience within Financial Planning or Wealth Management.
• Strong report writing and technical research skills.
• Good knowledge of pensions and investments.
• Strong attention to detail.
• Good understanding of FCA regulations and suitability.
• Comfortable managing multiple cases and deadlines.

Responsibilities

• Preparing suitability reports and financial planning recommendations.
• Undertaking technical research across pensions, investments, protection and retirement planning.
• Managing your own caseload and adviser relationships.
• Supporting advisers with complex financial planning requirements.
• Analysing client circumstances and researching appropriate solutions.
• Supporting pension, investment, retirement and protection cases.
• Liaising with providers, advisers and administration teams.
• Ensuring recommendations and supporting documentation are accurate and compliant.
• Keeping up to date with regulatory and technical developments.

Skills

Report writing

Technical research

Pensions and investments

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Pavilion Recruitment Solutions is helping a growing independent Financial Planning firm hire an experienced Paraplanner. This role offers hybrid working and a basic salary of up to £45,000, with clear progression opportunities.

You will support Financial Planners on a varied caseload, produce suitability reports, conduct pension and investment analysis, and help advisers through the full recommendation process. The firm values thorough research and regulatory compliance.