Paraplanner

Location: Farnborough / Remote- 1 day a month in the Farnborough office

Salary: £45,000-£55,000

Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.

Key Responsibilities:

Analyse FactFinds and meeting notes to ensure completeness and compliance.

Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.

Liaise with providers to obtain accurate policy information.

Ensure all documentation is complete and compliant for proces...