Paraplanner - Hybrid/flexible Working

Specialist Recruiters in Financial Services Job Title: Client Relationship Manager (Paraplanner) Salary: Competitive, depending on experience 25 days holiday, with additional holiday entitlement based on length of service Pension scheme 3% employer and 4% employee contributions Permanent Health Insurance 75% of salary up to age 65, subject to a 13-week deferred period Full support for professional qualifications and ongoing development Study leave and financial support towards professional examinations Salary increases linked to successful examination completion Opportunity to work towards Chartered Financial Planner status Our client is a well-established and growing independent financial planning business with a strong reputation for providing high-quality, client-focused financial advice. The business has a long-standing commitment to professional development and encourages employees to continue progressing their qualifications, with full support for study, examinations and career development. This is an excellent opportunity for an experienced Paraplanner looking to take the next step in their career within a professional and collaborative financial planning environment. Obtain and analyse information relating to clients existing financial arrangements and complete detailed gap analysis. Research the market and recommend suitable financial products and solutions based on client requirements. Prepare high-quality, personalised client reports written in clear, concise and accessible language. Work closely with Financial Advisers throughout the research, report-writing and recommendation process. Ensure all advice and recommendations meet regulatory, compliance and internal quality standards. Develop a thorough understanding of each clients circumstances, objectives, attitude to risk, capacity for loss, knowledge, experience and timescales. Prepare detailed analysis of existing investment and pension portfolios. Participate in relevant training, competence and professional development initiatives. An experienced and career-focused Paraplanner with a strong desire to develop professionally. Minimum CII Diploma-level study, ideally with the Diploma in Regulated Financial Planning already underway or completed. Strong knowledge of financial planning, including pre- and post-retirement planning and pension transfers. Good understanding of investments, taxation and wider financial planning strategies. Excellent report-writing and research skills, with the ability to turn complex information into clear, client-friendly recommendations. Strong understanding of the FCA regulatory and compliance framework. Excellent attention to detail and a commitment to delivering consistently high-quality work. A genuine desire to progress towards Chartered Financial Planner status. Experience within an independent financial advice or financial planning environment. Experience with pension analysis, pension transfers, investments and portfolio reviews. Strong understanding of financial planning products and platforms. Experience working closely with Financial Advisers and compliance teams. Familiarity with back-office systems and workflow management. CII Diploma in Regulated Financial Planning completed or nearing completion. Progress towards Chartered Financial Planner status.