An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.

As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.

This role offers benefits and a competitive salary depending on candidate experience.

You will be responsible for



* Providing technical paraplanning support across a broad range of financial planning cases.


* Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.


* Preparing recommendations covering investments, pensions, retirement, tax and estate planning.


* Producing cashflow models, financial reports and suitability documentation.


* Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.


* Preparing client review packs, investment performance reports and supporting documentation.


* Obtaining quotations, product information and research to compare suitable financial solutions.


* Liaising with clients, providers and third parties to ensure cases progress efficiently.


What we are looking for



* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.


* At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.


* Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.


* Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.


* Experience within pension transfers and knowledge of inheritance tax planning and investment products.


* Strong understanding of current financial services legislation and regulatory requirements.


* Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint


Whats on offer



* Competitive Salary


* RO exam study support, including funded first exam attempt.


* Care Cashback Plan (after successful completion of probation).


* Work-from-home Fridays (subject to business needs).


* Annual leave increasing with service (up to 25 days).


* Long service recognition and additional leave


* Three additional days off at Christmas.


* Access to an on-site gym.


* Company pension scheme.


* Staff discount.


* Birthday leave.


Apply today if youre looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.