Paraplanner

Paraplanner

Location: Norwich (Hybrid)

Salary: £ Negotiable

The Opportunity

Our client is a modern, independent financial planning firm seeking an experienced and detail-oriented Paraplanner to join its growing team in Norwich. This is an excellent opportunity for a technically strong paraplanner to play a key role in supporting Financial Planners and contributing to high-quality client outcomes within a collaborative environment.

Role Overview

The successful candidate will be responsible for producing accurate, compliant financial planning reports and providing technical support to advisers. You will work closely with Financial Planners to ensure recommendations are well-researched, clearly documented, and delivered efficiently, supporting the firm's ongoing growth.

Key Responsibilities

• Prepare suitability reports, cashflow models, and technical research to support Financial Planners.
• Conduct detailed research on pensions, investments, and protection solutions.
• Ensure all documentation meets FCA regulatory requirements and internal compliance standards.
• Liaise closely with advisers to ensure accurate and timely client recommendations.
• Support continuous improvement of paraplanning processes and workflows.
• Assist with more complex cases as experience develops, acting as a technical support to advisers.

Candidate Skills

Essential:

• Experience as a Paraplanner within an IFA or financial planning firm.
• Level 4 Diploma in Financial Planning
• Strong technical knowledge of pensions, investments, and protection products.
• High level of accuracy and attention to detail.
• Strong written and verbal communication skills.

Desirable:

• Experience with Intelligent Office (IO) and cashflow modelling tools.

Benefits Include:

• Up to 30 days annual holiday
• Private medical insurance
• Flexible working (including partial home-based options)
• Pension scheme
• Exam support for further qualifications