Comprehensive Paraplanning Services Professional

2 weeks ago


Loughton, Shropshire, United Kingdom Recruit UK | Certified B Corp™ Full time

About the Role:

As a Comprehensive Paraplanning Services Professional, you will play a key role in delivering comprehensive financial planning services, working closely with Financial Planners and supporting the development of client relationships.

Key Responsibilities:

The successful candidate will be responsible for:

  • Acting as the main point of contact for all technical support.
  • Interpreting and analysing data from client meetings to provide tailored solutions.
  • Preparing suitability reports, client illustrations, and key features documents.
  • Ensuring compliance with procedures and maintaining up-to-date client files.
  • Building and maintaining relationships with product providers and keeping the team informed of market developments.
  • Supporting the delivery of the firm's investment proposition.
  • Proposing and drafting financial solutions for clients.

What We Offer:

In addition to a competitive salary of up to £75,000, negotiable dependent on experience, we offer a range of benefits including hybrid working, fully supported exams and progression, and a workplace pension with 8.5% employer contribution.



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