Paraplanner
$35,000–$45,000 year
On-siteNorwich, England, United Kingdom
Job Summary
Conduct detailed research and technical analysis to formulate advice on investments, pensions, inheritance tax, and trust planning. Produce compliant, well-structured suitability reports and letters while preparing cashflow modelling and planning forecasts. Collaborate with advisers, compliance, and administration teams to ensure accurate, client-focused outcomes and maintain file quality in line with FCA requirements. Contribute to scalable processes, enhance paraplanning procedures, and support change initiatives to embed best practice. Liaise with senior leadership as required and keep abreast of legislative and regulatory developments. Join a growing financial planning group during a high-growth phase, working closely with an experienced senior leadership team to help shape a best-in-class paraplanning proposition.
Required Qualifications
- Diploma in Regulated Financial Planning (or equivalent), or near completion
- Previous paraplanning experience
- Experience within a financial advice or wealth management environment
- Strong technical knowledge of pensions, investments, taxation and protection
- Proven ability to produce accurate, compliant and client-focused suitability reports
- Excellent understanding of FCA regulations and advice standards
- High attention to detail and strong commitment to technical accuracy
- Strong analytical and problem-solving capability, particularly for complex planning scenarios
- Effective written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.