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Are you a detail-oriented, client-focused Paraplanner ready to take the next step in your career? We’re looking for a skilled Paraplanner to join a thriving financial services team of a regional Chartered financial planning firm.
Your Day-to-Day:
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Translate adviser meeting notes into effective financial strategies
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Research and analyse data to create tailored solutions
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Draft comprehensive Suitability Reports and supporting documents
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Collaborate with technical and compliance leads for best-practice guidance
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Maintain high standards of accuracy, compliance, and client service
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Support case loading, system processes, and team collaboration
What You’ll Need:
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Level 4 Diploma in Financial Services (working towards Level 6 is a plus)
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Knowledge of financial products and up-to-date with FCA regulations
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Excellent attention to detail and analytical skills
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Strong time management, organisation, and communication abilities
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Confident using financial planning software and tools
Who You Are:
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You take ownership of your work and aim for excellence
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You’re supportive, proactive, and thrive in a team setting
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Calm under pressure and logical in problem-solving
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Eager to grow and contribute to a collaborative, professional environment
Location: Devon or Somerset with 3 days a week in a local office.
A dynamic opportunity with a close-knit, growth-oriented financial planning firm, open to offering progression into Advice for the right person.
