Paraplanner

Eden Rose The Vale Of Glamorgan, Wales, United Kingdom

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Eden Rose The Vale Of Glamorgan, Wales, United Kingdom

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About The Role

We are seeking a detail-oriented and technically skilled

About The Role

We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals.

Working closely with advisers, administrators, and investment specialists, you’ll play a key role in the financial planning process — from research and analysis to report writing and compliance.

Key Responsibilities

• Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies
• Prepare and produce suitability reports and supporting documentation for financial advisers
• Assist in the creation and review of financial plans, cashflow models, and risk assessments
• Liaise with advisers to understand client objectives and recommend appropriate solutions
• Ensure reports and advice meet compliance and regulatory standards
• Keep up to date with legislative and product changes affecting financial planning
• Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)
• Support advisers in client meetings as needed (optional depending on role)

Skills & Experience Required

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Staffing and Recruiting

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