Technical Paraplanner – Financial Planning

About the role

We are looking for an experienced Technical Paraplanner to join an independent financial planning firm in Chew Magna. The role involves providing high‑level technical support to advisers and producing detailed suitability reports within a holistic, whole‑of‑market advisory environment.

Key responsibilities

• Provide technical paraplanning support to financial advisers.
• Prepare detailed suitability reports and complex financial planning recommendations.
• Conduct in‑depth research across multiple platforms and product providers.
• Support advisers with pre‑sale case preparation and technical analysis.
• Assist with pension transfer analysis and pre‑approval work where applicable.
• Liaise with providers and platforms to obtain and interpret technical information.
• Ensure all advice is compliant, accurate and tailored to individual client needs.
• Collaborate with advisers to deliver high‑quality holistic financial planning solutions.

Required profile

• Significant experience in a technical paraplanning role within an independent or whole‑of‑market environment.
• Chartered status or working towards it (or equivalent technical expertise).
• Pension Transfer qualification (desirable).
• Strong knowledge of pensions, investments and holistic financial planning.
• Experience working across multiple platforms and providers.
• Excellent report writing and analytical abilities.
• Detail‑focused, quality‑driven and able to work independently.

Required skills

• Pension transfer analysis
• Financial planning research
• Report writing
• Analytical skills