Paraplanner

Job Description

Paraplanner

Swindon

08:30am 17.00pm Monday to Thursday and 8.30am 15.00pm on Fridays

Up to 40000 DOE

We have partnered with a well-established wealth management organisation who are growing their team with an experienced paraplanner. You will be responsible for supporting Financial Advisers by producing compliant suitability reports and offering technical and administrative assistance in all areas of financial planning.

Key Responsibilities:

• Prepare compliant Suitability Letters and Client Fact Reports (CFRs)
• Gather analyse and interpret client and third-party financial data
• Conduct research to support financial recommendations
• Complete critical yield calculations and generate accurate illustrations
• Ensure all documentation is accurate consistent and compliant
• Maintain and update client data in Salesforce
• Respond to internal technical queries and support the wider team
• Liaise with Business Assurance to ensure quality and turnaround standards
• Keep up to date with industry regulations internal processes and product changes
• Manage personal workflow and contribute to process improvements

The Ideal Candidate:

• Diploma-qualified (minimum); working towards Chartered status preferred
• Prior experience as a Paraplanner or in a similar technical support role
• Strong attention to detail and analytical thinking
• Excellent written communication and grammar
• Proficient in Salesforce and Microsoft Outlook
• Ability to manage multiple tasks and meet deadlines
• Knowledge of pensions investments tax and trusts
• Comfortable working independently and collaboratively
• Familiarity with templated reports and compliance framework