REQUIREMENTS

• Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential.
• Previous experience in a paraplanning or technical support role within financial planning.
• Strong knowledge of pensions, investments, and protection products.
• Excellent written communication and analytical skills.
• Clear ambition to transition into a client-facing advisory role.

• Conduct detailed financial research and prepare suitability reports.
• Support advisers in developing and reviewing client financial plans.
• Perform cash flow modelling and product analysis.
• Maintain accurate client records and ensure regulatory compliance.
• Engage actively in adviser training and professional development.