Job Title: ParaplannerLocation: MidlandsSalary: Up to £38,000 (depending on experience)

About the RoleWe are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively.

Key Responsibilities

• Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports.
• Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required.
• Ensure all client information is collected in line with 'know your client' principles and company policy.
• Confirm compliance documentation is accurate and complete at the time of presenting suitability reports.
• Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation.
• Ensure client declarations and authorisations are in place before any transactions occur.
• Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews.
• Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables.

Knowledge & Experience

• Minimum 2 years' experience in a Paraplanning role at an IFA firm.
• Experience across a variety of financial products with a strong understanding of the full financial planning process.
• Qualifications: DipPFS or equivalent Level 4 qualification.
• Excellent client communication and relationship management skills.
• Strong team working, planning, and prioritisation abilities.
• Proficient in using IT software systems.
• High standards of honesty, integrity, dependability, and personal commitment.
• Ability to work independently to achieve agreed outcomes.
• Adaptable, enthusiastic, and committed to delivering quality service.

The Package

• Salary: Up to £38,000 depending on experience
• Pension: Employer contribution of 3% with salary sacrifice for employee contributions
• Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days)
• Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support