Technical Paraplanner – Complex Financial Planning

CityJobs.com; Burnham-on-Sea; On-site; GBP 26,000 - 35,000; Full time

Benefits offered by this job

23 days holiday

Job summary

CityJobs.com is seeking a Paraplanner to support advisers in delivering high-quality financial planning. You will work closely to develop and refine lifetime strategies, contributing technically beyond traditional report writing and acting as a trusted resource for complex queries.

You will assist with client meetings in advisers' absence and provide input across more advanced planning areas, ensuring compliant, client-friendly outputs.

Qualifications

• Minimum 1 year paraplanning or technical financial planning experience.
• Ability to design and develop financial advice with advisers, not only document actions.
• Strong understanding of pensions, investments and protection.
• Research and provide solutions to complex financial planning queries.
• Produce compliant suitability reports and clear rationale.

Responsibilities

• Analyse client circumstances to support holistic financial plans.
• Contribute to design of planning strategies across accumulation, decumulation and protection.
• Assist advisers in creating long-term financial plans aligned to goals.
• Design recommendations using own technical knowledge and judgement.
• Stress test plans against risks with cashflow modelling.
• Provide technical input for complex planning scenarios.

Skills

Paraplanning

Financial planning

Pensions

Investments

Protection

FCA compliance

Reporting

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office / Intelliflo

Job description

CityJobs.com is seeking a Paraplanner to support advisers in delivering high-quality financial planning. You will work closely to develop and refine lifetime strategies, contributing technically beyond traditional report writing and acting as a trusted resource for complex queries.

You will assist with client meetings in advisers' absence and provide input across more advanced planning areas, ensuring compliant, client-friendly outputs.