Paraplanner

• Lead complex cases, particularly pension consolidation, drawdown and multiple-pot cases, before advice is presented to customers
• Ensure engine-generated plans have accurate, complete and clear suitability reports covering objectives, recommendations, risks, costs and rationale
• Conduct pre-meeting case reviews with Advisors and identify issues in fact finds or plans
• Support Advisors during QA review of engine-generated plans
• Develop and maintain suitability report templates and wording for the advice engine, including disclosures aligned with House Rules and governance protocols
• Own day-to-day suitability report quality and provide feedback on evolving standards
• Collaborate with the Head of Proposition and Advisor Management System product team to improve workflows, fact-find prompts and evidence capture
• Convert QA, audit and compliance findings into team training and case coaching
• Coach and develop less experienced Paraplanners through case studies, feedback and qualification support
• Help define standards for paraplanning in a digital-first model
• Triage work across the Paraplanner team with the Head of Proposition, balancing complexity, SLAs and capacity
• Contribute to advice policy and House Rules discussions
• Support Risk & Compliance with monitoring, root-cause analysis and remediation
• Act as technical contact for Money Guides and Financial Advisers on complex queries and guidance/advice boundaries
• Work with Advisors on cases and post-meeting documentation, and with engine and AMS product teams on tooling
• Participate in QA huddles, suitability report workshops and team learning sessions

Senior Paraplanner

• Construct the advice underpinning each financial plan with direction from the Relationship Manager
• Deliver financial plans to new clients
• Co-ordinate an expert team including tax advisers and solicitors
• Work alongside Relationship Managers, Associate Advisers and Tax Advisers in creating financial plans
• Produce high quality, accurate and compliant reports
• Complete an accurate and comprehensive analysis of clients’ financial position
• Provide a high level of technical support to Relationship Managers
• Provide meeting support for complex annuals and new clients through to sign up
• Create and deliver cashflow modelling at client meetings
• Carry out complex/technical calculations
• Mentor and develop other members of the PP team

• Produce accurate, high-quality suitability reports delivering clear, compliant and client-friendly advice within agreed Service Level Agreements
• Conduct detailed research and analysis across pensions, investment, protection and wider financial planning products
• Apply technical knowledge to help Financial Planners develop appropriate planning strategies and achieve the best client outcomes
• Develop effective working relationships with Financial Planners through email, Teams and face-to-face communication
• Support Financial Planners with sophisticated financial planning solutions
• Act as a trusted sounding board for complex cases and planning ideas
• Identify solutions and ensure advice recommendations are thoroughly researched and accurately documented
• Work with MWA colleagues as part of the Atomos Group

• Support preparation of suitability reports, financial planning documentation, and client recommendations
• Assist with research and analysis of financial planning solutions across pensions, investments, protection, and other advice areas
• Gather, review, and maintain client information to support advice processes
• Develop understanding of the end-to-end financial planning and paraplanning process
• Build and apply technical knowledge through professional study and practical experience
• Use internal systems and technology to maintain records and produce documentation accurately
• Attend internal and external training courses and pursue industry qualifications
• Maintain awareness of regulatory requirements and company policies
• Contribute to team objectives, share knowledge, and support colleagues
• Collaborate with Financial Planners, Administrators, Compliance teams, and other stakeholders to deliver high-quality client outcomes

Paraplanner jobs in United Kingdom

Senior Paraplanner

Paraplanner

Paraplanner

Trainee Paraplanner