Paraplanner
Modus Talent
The Job
We are recruiting on behalf of a well-established financial planning firm for an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning solutions. You will provide comprehensive support across research, analysis and suitability report writing. Helping ensure clients receive tailored and compliant advice.
Working as part of a collaborative team, you'll manage cases from inception through to completion while playing a key role in maintaining exceptional service standards and client outcomes.
Key Responsibilities Include:
- Conducting provider and product research, fund performance analysis and cashflow modelling.
- Preparing bespoke and compliant suitability reports tailored to client needs.
- Analysing Fact Finds and Know Your Client (KYC) documentation to identify suitable recommendations.
- Supporting advisers with technical research and evidence-based recommendations.
- Managing complex cases and resolving technical queries.
- Maintaining your own workflow and meeting agreed deadlines and service standards.
- Communicating effectively with clients, providers and colleagues.
- Collaborating with the wider team to ensure a consistent and high-quality client experience.
- Ensuring all work is completed in line with regulatory and compliance requirements.
The Candidate
The ideal candidate will have previous paraplanning experience within a financial planning environment and be confident producing high-quality suitability reports.
You will also have:
- Strong technical knowledge of pensions, investments and retirement planning.
- Experience with fund performance analysis, risk profiling and cashflow modelling.
- Excellent report-writing skills and attention to detail.
- The ability to interpret client information and produce suitable recommendations.
- Strong organisational skills with the ability to manage multiple priorities.
- A client-focused approach and excellent communication skills.
- Proficiency in Microsoft Word, Excel, Outlook and Teams.
- Experience with financial planning software and platforms (Curo experience advantageous).
Qualifications
- Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion.
The Package
- £35,000 - £41,200 salary
- Hybrid working (up to 2 days from home following probation period)
- 33 days annual leave including bank holidays, increasing with service
- 10% non-contributory pension scheme
- Optional salary sacrifice pension contributions
- Life assurance (4x salary)
- Professional development and career progression opportunities
- Work anniversary reward scheme
- Free on-site parking
- Modern office environment with indoor and outdoor breakout areas
- Access to an on-site gym
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Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.
Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
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