Paraplanner Salary: £40,000–£50,000 Role Overview The Paraplanner will provide high-quality technical and administrative support to a Financial Adviser, ensuring a consistently high standard of service for clients. This role requires a proactive and organised individual who can manage workloads efficiently while supporting the delivery of compliant, client-focused financial advice. This position involves detailed research, preparation of advice documentation, and coordination of tasks to support advisers and clients throughout the advice process. The Paraplanner will be expected to work with professionalism, accuracy, and commercial awareness at all times. Key Responsibilities Adviser Support and Paraplanning Analyse client information and conduct research to support appropriate financial planning solutions. Research suitable products from the whole of the market and maintain clear records of research undertaken. Interpret information gathered during client meetings and identify any missing or outstanding data. Prepare quotes and suitability reports using available systems and tools. Assist with the processing of new business and related documentation. Ensure all work is completed in line with compliance and regulatory requirements. Provide general paraplanning and administrative support, including ad hoc tasks as required. Compliance and Ongoing Support Maintain a strong working knowledge of FCA regulations and compliance standards. Keep client records accurate, up to date, and audit-ready. Monitor provider platforms and online access where required. Maintain awareness of service levels for ongoing client arrangements. Professional Development and Team Contribution Stay up to date with product developments, legislative changes, and technical updates. Maintain personal training and competence records. Support and train other team members where appropriate. Contribute positively to team meetings and wider business objectives. Skills and Experience Essential: Level 4 Diploma in Financial Planning (or equivalent). Previous experience in a paraplanning role. Strong understanding of FCA regulations and industry best practice. Excellent attention to detail and strong analytical skills. Proven organisational and administrative ability. Clear and professional written and verbal communication skills. Personal Attributes: Professional and client-focused approach. Ability to communicate effectively with stakeholders at all levels. Strong work ethic and commitment to maintaining high standards. Collaborative and supportive team player with a positive attitude. Whats on Offer Salary of £40,000–£50,000 Competitive benefits package
Paraplanner • Huntingdon, United Kingdom
A successful wealth management firm in Stamford is seeking a Senior Pensions Administrator / IFA Paraplanner.The ideal candidate will hold at least a Diploma qualification, ideally at Level 4, and ... Show more
Aliaxis UK is seeking a Network Planner to optimize their distribution network across EMEA.This role involves accurately managing replenishment, translating planning outputs into actionable supply ... Show more
Vermelo RPO is seeking a Data Development & Enrichment Lead in the UK to drive enrichment data strategy across risk, pricing and lending decisions.You will lead analytics initiatives within the Ana... Show more
TUI Airline, part of the world's leading integrated tourism group, is seeking a strategic leader for our Airline Commercial Senior Leadership Team.As Director of Network Planning & B2B Sales, you'l... Show more
OverviewData Engineer - Defence - Stevenage or BoltonExcellent opportunity to join one of the U.K's leading defence organisations with a stellar reputation for working with the latest tools and tec... Show more
Network Development Planner (Fares & Ticketing) role at Cambridgeshire & Peterborough Combined Authority.We’re recruiting a Network Development Planner (Fares & Ticketing) to take the lead on impro... Show more
Hybrid (Luton) - Operations Analytics Lead.SAP analytics and business analysis to lead our data-driven initiatives within global operations.The ideal candidate will combine deep analytical skills w... Show more
We are the company – a FTSE-250 listed, £multi‑billion low‑cost airline that serves tens of millions of customers every single year.If you’re reading this, you have probably already been an the com... Show more
Mott MacDonald Bentley are recruiting for a Head of Estimating to join the Anglian Water @One Alliance.As part of Anglian Water’s @one Alliance, we are on a mission to create a sustainable and resi... Show more
A leading medical technology company is hiring an IT Solution Manager to strengthen its digital ecosystem across Europe.The role involves managing cloud infrastructure and digital platforms, as wel... Show more
Carmichael are seeking a planner to work on a Water project based in Peterborough.Responsible for supporting estimators and delivery teams to ensure compliance with planning and commitment to the c... Show more
Field Service EngineerAnsøglocations: Peterborough, United Kingdomtime type: Full timeposted on: Slået op i dagjob requisition id: JR-0089667Exciting Career Opportunity as a Field Service E... Show more
A global consultancy and construction company in Peterborough is seeking a professional for their cost and commercial management team.The role involves managing estimating and cost planning process... Show more
A Town Planner is needed to join a consultancy in Bedford, preparing planning applications and providing advice. Show more
Peterborough, is looking for candidates to support the EU Logistics operation.The role encompasses various tasks from receiving goods to shipping, adhering to safety standards while contributing to... Show more
Service Engineer page is loaded## Service Engineerlocations: Peterboroughtime type: Full timeposted on: Vandaag geplaatstjob requisition id: R0660085Customer Relationship Management • Vera... Show more
Zeeco, a leader in combustion and environmental solutions, is seeking an Applications (Proposals) Engineer in Stamford, United Kingdom.This role involves designing systems driven by thermodynamics,... Show more
Advanced Resource Managers Ltd is seeking a Mechanical Design Engineer for a 12-month contract in Stevenage, offering £50 per hour Inside IR35.The role requires experience with CREO and involves me... Show more
A recruitment agency in the UK is seeking a C++ Software Engineer for a 12-month contract in Stevenage.You will design and develop real-time test systems in a Linux environment, with opportunities ... Show more
A leading recruitment agency in the UK is seeking a Software Engineer to design and deliver high-performance systems.You will collaborate with R&D and product teams to build solutions that have a r... Show more
