Clayton Davies Ltd
HOME BASED
Our client is seeking a motivated and detail-oriented Paraplanner to join their growing financial planning team. This is a key support role, working closely with Financial Advisers to deliver high-quality advice to clients.
You will be responsible for preparing suitability reports, conducting research, and ensuring all recommendations meet regulatory standards.
Role & Responsibilities:
- Prepare accurate and compliant suitability reports
- Conduct research and analysis on financial products (pensions, investments, protection)
- Support advisers in developing financial planning strategies
- Gather and maintain client information and fact finds
- Liaise with providers, clients, and internal teams
- Ensure all work complies with FCA regulations
- Assist with cashflow modelling and financial planning tools
- Maintain up-to-date knowledge of industry developments and legislation
Do you have the following to apply?
- Previous experience in a Paraplanner or similar technical support role
- Diploma in Financial Planning (or working towards)
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
To apply for this job please visit www.reed.co.uk.
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