Paraplanner – Beaconsfield
Location: Beaconsfield
Job Types: Full-time, Permanent
Job ID: 10242

About the Role:
A well-established financial planning practice in Beaconsfield is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on delivering high-quality advice and strong client outcomes.

Key Responsibilities:

• Conduct fact-finding and analyse client information, including objectives and risk profiles
• Research and compare financial products across pensions, investments, and protection
• Build cashflow models and retirement forecasts using Voyant or CashCalc
• Draft suitability letters and technical reports in line with FCA requirements
• Prepare illustrations, provider packs, and supporting documentation
• Support advisers in client review meetings
• Liaise with compliance to ensure files are audit-ready
• Manage case progression and communicate with product providers
• Produce client-facing summaries and documentation
• Maintain accurate client records and ensure compliance documentation is up to date

Skills and Experience Required:

• CII Level 4 Diploma in Regulated Financial Planning
• CII Certificate in Paraplanning or CISI qualification advantageous
• Strong technical knowledge of pensions, investments, taxation, and FCA regulations
• Experience using cashflow modelling software
• Strong report writing and communication skills
• Minimum of 2 years’ experience in a Paraplanner role
• Strong attention to detail with the ability to manage workloads and deadlines

Benefits:

• Full study support and ongoing CPD
• Pension scheme and private healthcare
• Office-based role with potential for hybrid working after probation
• Clear progression pathway to Senior Paraplanner or Adviser

About Recruit UK:
Recruit UK specialises in financial services recruitment across the UK, covering financial planning, wealth management, compliance, and technical roles.

Our Commitment to You:

• Focus on equality, diversity, and inclusion
• Detailed consultation around your career goals
• Honest feedback on your market position
• Access to a strong financial services network
• Focus on long-term career satisfaction
• UK-wide coverage with local consultant support

Job Types: Full-time, Permanent

Pay: £40,000.00-£50,000.00 per year

Application question(s):

• Do you hold the level 4 diploma in financial planning?

Work Location: In person

View the original Indeed job posting for the Paraplanner at Recruit UK in Beaconsfield.