Are you a technically strong Paraplanner looking to take your next step in a collaborative, high-performing financial planning team? We’re looking for a Technical Consultant to provide expert support to our advisers and help deliver exceptional client outcomes.
The Rol
eAs a Technical Consultant (Paraplanner), you will play a pivotal role in supporting Financial Planners by preparing high-quality, compliant, and tailored financial recommendations
.You’ll analyse client data, conduct in-depth research, and produce suitability reports, ensuring every piece of advice is aligned to client goals and regulatory standards
.You’ll also have the opportunity to contribute to complex client cases, work alongside Chartered Financial Planners, and be part of a team that values technical excellence and continuous improvement
.Key Responsibiliti
esTechnical Support & Advice Delive
- ryAnalyse client circumstances, objectives, and attitude to ri
- skConduct detailed research across pensions, investments, protection, and tax planni
- ngPrepare high-quality suitability reports and recommendation documen
- tsProvide technical expertise to support advisers on complex cas
esClient & Case Manageme
- ntWork closely with Financial Planners to design appropriate client strategi
- esEnsure all client files are complete, accurate, and fully complia
- ntSupport the implementation of advice and maintain smooth client journe
- ysLiaise with clients, providers, and professional connections where requir
edCompliance & Ri
- skEnsure all work meets FCA regulations and internal standar
- dsMaintain accurate client records and audit trails (CRM system
- s)Keep up to date with regulatory, legislative, and product developmen
tsOperational Excellen
- ceManage workload effectively to meet deadlines and SL
- AsUse internal systems to maintain and update client da
- taIdentify opportunities to improve processes and efficiency within the te
am What We’re Looking
- ForProven experience as a Paraplanner within a UK financial advice f
- irmStrong technical knowledge of pensions, investments, protection, and tax plann
- ingExcellent organisation, attention to detail, and analytical ski
- llsStrong communication and relationship-building abil
- ityProficiency in financial planning tools and Microsoft Off
ice Qualificat
ionsEssential: Diploma in Financial Planning (Dip
PFS)Desirable: Working towards Chartered status (Leve
l 6) Why Joi
- n Us?Hybrid working (3 days office-based in Marlow, 2 re
- mote)Work alongside experienced Chartered Financial Planners on complex cases as part of a collaborative, growing team that values technical excel
- lenceOpportunity to progress toward Chartered s
- tatusMake a direct impact on client outcomes and advice qu
- alityContribute to a business that places clients and people at its
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