Technical Paraplanner

Tekk Fusion; Wilmslow; On-site; GBP 30,000 - 42,000; Full time

Job summary

Tekk Fusion is seeking an experienced Paraplanner to support Financial Advisers with research, analysis, and compliant report writing. You will ensure recommendations align with client objectives and regulatory requirements.

You will conduct pensions, investments and product analysis, prepare suitability reports, and maintain audit-ready client files while supporting advisers with technical queries. You will liaise with providers for illustrations, perform cashflow modelling, and keep

Qualifications

• Previous experience in a Paraplanner role within an IFA or wealth management firm.
• Strong knowledge of pensions, investments and financial planning products.
• Experience preparing suitability reports.
• Working knowledge of FCA regulations and compliance requirements.
• Proficient in Microsoft Office and financial planning software (Intelligent Office, Xplan, FE Analytics, CashCalc).
• Excellent analytical skills and attention to detail.
• Strong written communication skills.

Responsibilities

• Prepare detailed suitability reports in line with FCA requirements
• Conduct research and analysis across pensions, investments and other financial planning products
• Analyse client fact-finds and assess financial objectives
• Undertake cashflow modelling and scenario planning
• Liaise with product providers to obtain information, illustrations and valuations
• Ensure all client files are compliant and audit-ready
• Support advisers with technical queries and complex case work
• Maintain accurate and up-to-date client records using back-office systems

Skills

Paraplanner experience

Pensions knowledge

Investments knowledge

FCA regulations knowledge

Analytical skills

Written communication

Tools

Intelligent Office

Xplan

FE Analytics

CashCalc

Microsoft Office

Job description

Paraplanner – Job Description

Overview

We are seeking an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. The Paraplanner will be responsible for research, analysis, report writing, and ensuring recommendations align with client objectives and regulatory requirements.

Key Responsibilities

• Prepare detailed suitability reports in line with FCA requirements

• Conduct research and analysis across pensions, investments, protection and other financial planning products

• Analyse client fact-finds and assess financial objectives

• Undertake cashflow modelling and scenario planning

• Liaise with product providers to obtain information, illustrations and valuations

• Ensure all client files are compliant and audit-ready

• Support advisers with technical queries and complex case work

• Maintain accurate and up-to-date client records using back-office systems

Skills & Experience

• Previous experience in a Paraplanner role within an IFA or wealth management firm

• Strong technical knowledge of pensions, investments and financial planning products

• Experience preparing suitability reports

• Working knowledge of FCA regulations and compliance requirements

• Proficient in Microsoft Office and financial planning software (e.g. Intelligent Office, Xplan, FE Analytics, CashCalc)

• Excellent analytical skills and attention to detail

• Strong written communication skills