Paraplanner
CV-LibrarySouth WestpermanentPosted: 12 June 2026
Apply NowAre you an experienced Paraplanner or technical financial planning professional looking for a role where you can make a real impact?
We are looking for a technically skilled and detail-focused individual. You will work closely with Financial Advisers, clients and wider professional teams to deliver high-quality, compliant financial advice solutions.
This is an exciting opportunity to join a forward-thinking firm that values collaboration, innovation and professional development.
About the role
As a Paraplanner / Technical Financial Planner, you will:
* Prepare high-quality suitability reports and compliant recommendation documentation
* Analyse complex financial information and translate it into clear, client-focused solutions
* Support advisers with technical research and financial planning strategies
* Develop integrated advice across pensions, investments, protection and estate planning
* Use financial planning and cashflow modelling tools to support client outcomes
* Maintain strong regulatory standards and ensure accuracy across all work
What we’re looking for
You will ideally have:
* Experience in a Paraplanning or technical financial planning role
* A Diploma in Regulated Financial Planning (or working towards this)
* Strong technical knowledge of UK pensions, investments, protection and tax planning
* Experience producing suitability reports and compliant advice documentation
* Excellent analytical skills with the ability to interpret complex information
* Experience with financial planning software and cashflow modelling tools
* Strong attention to detail and a commitment to regulatory accuracy
* The ability to work independently while contributing positively within a team
* Excellent written communication skills
Apply today and take the next step in your financial planning career
We are looking for a technically skilled and detail-focused individual. You will work closely with Financial Advisers, clients and wider professional teams to deliver high-quality, compliant financial advice solutions.
This is an exciting opportunity to join a forward-thinking firm that values collaboration, innovation and professional development.
About the role
As a Paraplanner / Technical Financial Planner, you will:
* Prepare high-quality suitability reports and compliant recommendation documentation
* Analyse complex financial information and translate it into clear, client-focused solutions
* Support advisers with technical research and financial planning strategies
* Develop integrated advice across pensions, investments, protection and estate planning
* Use financial planning and cashflow modelling tools to support client outcomes
* Maintain strong regulatory standards and ensure accuracy across all work
What we’re looking for
You will ideally have:
* Experience in a Paraplanning or technical financial planning role
* A Diploma in Regulated Financial Planning (or working towards this)
* Strong technical knowledge of UK pensions, investments, protection and tax planning
* Experience producing suitability reports and compliant advice documentation
* Excellent analytical skills with the ability to interpret complex information
* Experience with financial planning software and cashflow modelling tools
* Strong attention to detail and a commitment to regulatory accuracy
* The ability to work independently while contributing positively within a team
* Excellent written communication skills
Apply today and take the next step in your financial planning career