Paraplanner

Advice only lands when the technical work behind it is precise, timely and defensible. In this role you turn adviser intent into clear, compliant recommendations that clients can understand and firms can stand behind. You will protect outcomes, raise file quality and give advice teams the confidence to move faster without cutting corners.

Performance Objectives

• Deliver complete, accurate paraplanning packs—research, analysis, illustrations and suitability reports—to agreed service levels so advisers can present with confidence.
• Translate client objectives, risk, capacity for loss and tax position into recommendations that are suitable, evidenced and written in plain English.
• Build Consumer Duty and conduct evidence into every file, flagging gaps, conflicts or weak rationale before submission.
• Hold first-time-right quality above target and cut rework by applying consistent templates, checklists and peer review.
• Prioritise a mixed caseload across wealth, pensions and protection so urgent client deadlines are met without sacrificing depth.
• Surface product, process and regulatory issues early, and feed practical fixes back to advisers and compliance specialists.
• Hit agreed productivity and turnaround measures while keeping margin and client experience in view.

Environment & Resources

You will sit with experienced paraplanners and compliance specialists supporting UK advice firms on an outsourced basis. Work is allocated through a managed workflow, with defined SLAs, peer review and access to research tools, report templates and regulatory guidance. You will report to the paraplanning lead and work directly with adviser teams on live cases. No people-management responsibility; influence comes from technical judgement and reliability.

Essential Qualifications

• Proven UK paraplanning or technical advice-support experience across pensions, investments and protection.
• Working knowledge of suitability, COBS and Consumer Duty, shown in files that pass internal or external review.
• Competence with cashflow, illustration and research tools, and with producing reports advisers do not need to rewrite.
• Diploma-level financial planning study (or equivalent progress) and a clear plan to complete it.
• Track record of meeting turnaround targets on a varied caseload without dropping quality.
• Clear written English and the judgement to escalate risk rather than force a weak recommendation.

Role Selling Points

• Technical work with real regulatory consequence, not admin dressed up as advice support.
• Exposure to a range of advice firms, products and file standards rather than a single in-house process.
• Close working with compliance specialists who will sharpen your judgement, not just check your output.
• A practical, high-growth setting where reliable delivery is visible and rewarded.

Call to Action

If you can make complex advice clear, compliant and on time, send your CV and a short covering letter setting out the outcomes you have delivered. We read every application.