Job Description
Paraplanner
Salary: Competitive, based on skills and experience
Contract Type: Permanent – 35 hours per week
Working Pattern: Monday to Friday
Location: Hybrid working – Birmingham office (typically 2 days per week in the office)
Outsource UK are recruiting for a Paraplanner We are seeking an experienced and technically skilled Paraplanner to join a highly respected financial services organisation. This is an excellent opportunity for someone with strong paraplanning experience or a background as an Independent Financial Adviser (IFA) looking to work in a collaborative, professional environment supporting the delivery of holistic financial advice.
This role focuses on complex areas of financial planning including estate planning, retirement planning, investment replacement and pension switching. You will play a key role in providing robust technical support and ensuring advice is fully evidenced, compliant and aligned to regulatory standards.
The Role Working closely with Financial Advisers, you will be responsible for preparing case documentation, conducting technical research and analysis, completing calculations and producing high-quality suitability reports.
Key responsibilities include:
Apply today through Outsource UK.
Inclusion Statement:
Outsource UK is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. You'll receive fair consideration for your application regardless of your race, religion or belief, gender, gender identity or expression, sex, sexual orientation, disability, marriage and civil partnership, pregnancy and maternity, or age.
We’re proud Corporate Members of the Hidden Disabilities Sunflower. If you need any adjustments at any stage - from application to interview or in your new role - please let us know. We’re here to support you every step of the way.
We believe diversity of thought and background makes us stronger, and we welcome applications from people of all backgrounds and life experiences.
Salary: Competitive, based on skills and experience
Contract Type: Permanent – 35 hours per week
Working Pattern: Monday to Friday
Location: Hybrid working – Birmingham office (typically 2 days per week in the office)
Outsource UK are recruiting for a Paraplanner We are seeking an experienced and technically skilled Paraplanner to join a highly respected financial services organisation. This is an excellent opportunity for someone with strong paraplanning experience or a background as an Independent Financial Adviser (IFA) looking to work in a collaborative, professional environment supporting the delivery of holistic financial advice.
This role focuses on complex areas of financial planning including estate planning, retirement planning, investment replacement and pension switching. You will play a key role in providing robust technical support and ensuring advice is fully evidenced, compliant and aligned to regulatory standards.
The Role Working closely with Financial Advisers, you will be responsible for preparing case documentation, conducting technical research and analysis, completing calculations and producing high-quality suitability reports.
Key responsibilities include:
- Preparing suitability reports and client case files in line with internal and external compliance standards
- Conducting research and analysis across estate planning, pension benefits, pension switching and investment replacement
- Preparing application forms and product information packs for client meetings
- Updating internal systems with accurate client data and case notes
- Providing technical support via telephone, email and web-based channels for complex cases
- Supporting field-based advisers with technical guidance relating to:
- Estate planning
- Investment replacement and pension switching
- Pension and retirement advice
- L4 Diploma in Financial Advice or equivalent (part qualified candidates will also be considered)
- Proven experience within paraplanning or financial advice
- Strong analytical and technical skills
- Experience in complex advice areas including estate planning, retirement advice and replacement analysis
- Knowledge of pension products, annual allowance and lifetime allowance
- Experience writing suitability reports and compiling client files
- Strong IT skills including Microsoft Outlook, Word and Excel
- Excellent communication skills with the ability to work effectively across teams
- A proactive, organised and detail-focused approach
- The ability to manage workloads independently while contributing positively within a team environment
Apply today through Outsource UK.
Inclusion Statement:
Outsource UK is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. You'll receive fair consideration for your application regardless of your race, religion or belief, gender, gender identity or expression, sex, sexual orientation, disability, marriage and civil partnership, pregnancy and maternity, or age.
We’re proud Corporate Members of the Hidden Disabilities Sunflower. If you need any adjustments at any stage - from application to interview or in your new role - please let us know. We’re here to support you every step of the way.
We believe diversity of thought and background makes us stronger, and we welcome applications from people of all backgrounds and life experiences.
