Paraplanner

Progeny

. Produce compliant, high-quality, detailed suitability letters and reports .

Posted 10/12/2026full-timeNottingham • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in producing compliant financial reports and suitability letters while collaborating effectively with Financial Planners to align client goals with financial strategies. Maintains strong analytical skills and a commitment to continuous professional development in financial services.

Highest-signal resume keywords

Paraplanning ExperienceCertificate In Financial ServicesRO Qualifications (RO2-RO6)FCA Principles And Regulatory StandardsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Detailed Client ReportsCashflow ModellingTax CalculationsFinancial PlansResearch And AnalysisClient File ManagementCompliance Documentation

Soft Skills

Attention To DetailWritten And Verbal CommunicationRelationship BuildingCollaboration

Tools & Technologies

Provider PlatformsMicrosoft WordMicrosoft Excel

Certifications & Qualifications

Certificate In Financial ServicesRO Qualifications (RO2-RO6)Diploma In Financial Planning

Industry Keywords

FCA PrinciplesRegulatory StandardsFinancial ProductsClient Review MeetingsContinuous Professional Development

About the role

Key responsibilities & impact

Produce compliant, high-quality, detailed suitability letters and reports
Propose and implement recommendations in collaboration with Financial Planners
Clarify client goals and objectives to align financial plans with client aspirations
Support client review meetings and enhance the overall client experience
Conduct in-depth research and analysis to identify suitable solutions
Perform and present cashflow modelling scenarios to clients as required
Prepare suitability letters, reports, tax calculations, and financial plans for annual reviews and new business
Liaise with external companies to obtain information about existing and potential investments
Determine client objectives and priorities, attitudes to risk, and capacity for loss
Prepare and maintain compliant client files throughout the advice journey
Follow FCA principles, regulations, rules, and procedures
Share expertise and best practice with Senior Client Executives
Assist with complex client matters and carry out peer reviews
Maintain product and technical knowledge through continuous professional development

Requirements

What you’ll need

2+ years' paraplanning experience
Certificate in Financial Services
Minimum of two RO qualifications (RO2-RO6)
Strong technical knowledge of financial products, FCA principles, and regulatory standards
Ability to produce detailed, accurate, and compliant client reports
Highly analytical with strong attention to detail
Proficiency in Microsoft Office, particularly Word and Excel
Good working knowledge of provider platforms
Ability to manage workload effectively, maintain accurate records, and meet KPIs and SLAs
Excellent written and verbal communication skills
Ability to build strong working relationships and collaborate with Financial Planners, Client Executives, and Paraplanning colleagues
Commitment to continuous professional development
Diploma in Financial Planning or working toward one is advantageous

Benefits

Comp & perks

Different career paths and growth opportunities within Paraplanning, Strategic Operations, or the academy
Opportunities to further develop technical expertise and application
Coaching and development as part of the role
Professional study support toward a Diploma or Advanced Diploma in Financial Planning
Opportunity to work with diverse and passionate colleagues, sharing and learning knowledge