Qualified Paraplanner

Qualified Paraplanner

Salary: £38,000 - £41,000

Location: Nuneaton Area (Hybrid)

About the Role

We are looking for a skilled Paraplanner to join our growing financial planning team. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount.

Key Responsibilities

" Create and compile investment reports for new and existing clients

" Prepare pre-investment packs to support Financial Consultants' recommendations

" Produce market research reports to ensure investment propositions remain competitive

" Provide technical support to administrators as required

" Maintain relationships with investment and insurance providers, supporting their management

" Ensure all work adheres to FCA Conduct Rules and compliance standards

Skills, Knowledge & Experience

" Achieved, or working towards, Financial Planning Diploma (Level 4)

" Minimum of 2 years' experience as a paraplanner in a similar financial services firm

" Strong knowledge of investments, pensions, and financial services products

" Understanding of investment PI awards and complex financial planning solutions

" Ability to consider the n...