The OpportunityWe are seeking a highly organised and technically skilled Qualified Technical Paraplanner to work 1-to-1 with a Financial Adviser, providing dedicated support on complex client cases. This is an excellent opportunity for a paraplanner who enjoys deep involvement in the full advice process, from initial scoping through to recommendation and report preparation.
Working closely with a single adviser, you will play a key role in delivering high-quality financial planning advice to clients. You will be involved at every stage of the advice journey, ensuring recommendations are technically robust, compliant, and tailored to client needs.
Salary up to £53,000 & Hybrid working, office in Horsham
Key Responsibilities
Work directly alongside an Adviser on their client bank and technical cases
Undertake full scoping of advice, including fact-find analysis and identifying planning opportunities
Conduct detailed technical research across pensions, investments, tax planning and protection
Prepare suitability reports and technical documentation
Analyse existing policies and provide recommendation comparisons
Support the adviser in developing appropriate strategies for clients
Ensure all advice documentation meets compliance and regulatory standards
Liaise with providers and internal teams where required
Requirements
Level 4 Diploma in Financial Planning (or equivalent)
Proven experience in a Technical Paraplanner role
Strong knowledge of pensions, investments, tax and retirement planning
Experience writing detailed suitability reports
Ability to work closely with an Adviser and manage complex cases
Excellent analytical and organisational skills
Strong attention to detail and compliance awareness
What's on Offer
Salary up to £53,000 depending on experience
Opportunity to work closely with a dedicated Adviser on high-quality technical cases
Involvement in the full advice process rather than just report writing
Supportive and collaborative working environment
Ongoing professional development
If you are a qualified paraplanner who enjoys technical work and wants to be closely involved in the advice process, we would love to hear from you.
Salary range
- £45,000 - £53,000