Paraplanner*
Recruitment Agency: Flair for Recruitment
Location: Fully remote can be considered
Working hours: Permanent, full-time
Salary: £30,000 - £55,000 per annum
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We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice.
Key Responsibilities
Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products
Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented
Support Financial Planners with the preparation of client annual reviews
Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements
Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies
Communicate with product providers to obtain policy information, valuations, illustrations and documentation
Assist advisers with meeting preparation and post-meeting follow-ups
Conduct Anti-Money Laundering checks and identity verification
Ensure client records and documentation meet regulatory and internal compliance standards
Maintain accurate and up-to-date records within the firm’s CRM and back-office systems
Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service
Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow
Fully remote work can be considered
Skills & Experience
Minimum 2 years’ experience as a Paraplanner within a UK financial planning or advisory firm
Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification)
Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection
Experience conducting AML checks and maintaining regulatory standards
Excellent report-writing ability with strong attention to detail
Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments
Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms
Highly organised with the ability to manage multiple priorities and work both independently and collaboratively
Experience supporting a firm during or after merger and acquisition activity
Familiarity with discretionary investment management, cashflow modelling and tax planning strategies
Exposure to high-net-worth client cases and complex financial planning scenarios
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