Paraplanner: Technical Reports & Adviser Support

Fram Search; Essex; On-site; GBP 30,000 - 40,000; Full time

Job summary

A boutique financial planning firm in Essex is seeking a Paraplanner to support advisers and maintain the quality of financial advice. The role involves preparing suitability reports and conducting research in areas like pensions and tax planning. Ideal candidates will have a background in financial planning or be working towards a Level 4 Diploma. The firm values attention to detail and offers a supportive environment for ongoing professional development.

Qualifications

• Proven experience as a Paraplanner or in a similar role.
• Strong understanding of financial products and regulations.
• Ability to prepare suitability reports and conduct financial research.

Responsibilities

• Prepare suitability reports and ensure compliance.
• Conduct research across pensions, investments, and tax planning.
• Support advisers in delivering high-quality financial advice.

Skills

Attention to detail

Technical knowledge in financial planning

Research skills

Education

Level 4 Diploma in Financial Planning

Job description

A boutique financial planning firm in Essex is seeking a Paraplanner to support advisers and maintain the quality of financial advice. The role involves preparing suitability reports and conducting research in areas like pensions and tax planning. Ideal candidates will have a background in financial planning or be working towards a Level 4 Diploma. The firm values attention to detail and offers a supportive environment for ongoing professional development.