Paraplanner - Hybrid Working

Brevere Group; Stafford; Hybrid; GBP 32,000 - 44,000; Full time

Benefits offered by this job

Hybrid working

Career development opportunities

Job summary

Brevere Group is seeking an experienced Paraplanner to join our growing financial planning team on a hybrid basis. You will support one Financial Adviser with technical research, suitability report writing, and comprehensive recommendations across varied client cases.

The ideal candidate has at least 2 years' report-writing experience, Level 4 Diploma or working towards it, and strong knowledge of pensions, investments, protection, trusts, and personal taxation.

Qualifications

• At least 2 years' report-writing experience.
• Level 4 Diploma in Financial Planning or actively working towards it.
• Strong knowledge of pensions, investments, protection, trusts and personal taxation.
• Excellent analytical, problem-solving and communication skills.
• Highly organised with strong attention to detail.
• Proficient in Microsoft Office; experience with financial planning software is desirable.
• Able to work independently and manage priorities effectively.

Responsibilities

• Research and analyse financial products and providers, producing suitability reports and recommendations.
• Conduct annual client reviews with analysis where appropriate.
• Monitor investment funds and ensure recommendations align with client objectives and risk profiles.
• Review product changes and provide technical support to the Financial Adviser.
• Attend adviser meetings and provide technical input on client cases.
• Prepare documentation using approved templates and processes.
• Obtain pre-approvals for different types of business and ensure compliance requirements are met.
• Maintain accurate records and support efficient back-office processes.

Skills

Analytical skills

Research abilities

Communication skills

Organisational skills

Independent working

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Office

Financial planning software

Job description

About the Role

Hybrid Working

We are looking for an experienced Paraplanner to join our growing financial planning team.

The successful candidate will work closely with and primarily support one Financial Adviser, providing technical research, suitability report writing, and financial planning recommendations across a range of client cases. This is an excellent opportunity for a paraplanner looking to further develop their technical expertise while working on complex and rewarding financial planning solutions.

Key Responsibilities

• Research and analyse financial products and providers, producing suitability reports and recommendations
• Conduct annual client reviews, including research and analysis where appropriate
• Monitor investment funds and ensure recommendations align with client objectives and risk profiles
• Review product changes and provide technical support to the Financial Adviser
• Attend adviser meetings and provide technical input on client cases
• Prepare documentation using approved templates and processes
• Obtain pre-approvals for different types of business and ensure compliance requirements are met
• Maintain accurate records and support efficient back-office processes

About You

• Experienced Paraplanner with at least 2 years' report-writing experience
• Level 4 Diploma qualified or working towards qualification
• Strong knowledge of pensions, investments, protection, trusts, and personal taxation
• Excellent analytical, problem-solving, and communication skills
• Highly organised with strong attention to detail
• Proficient in Microsoft Office; experience with financial planning software is desirable
• Able to work independently and manage priorities effectively

What We Offer

• Hybrid working with up to 4 days from home
• Close working relationship with a dedicated Financial Adviser
• Exposure to complex financial planning cases
• Supportive and professional team environment
• Ongoing development and career progression opportunities

This is a fantastic opportunity for an experienced Paraplanner to join a respected financial planning business and play a key role in supporting adviser and client success.