Job Description
An exciting opportunity has arisen for an experienced Paraplanner to join a growing, well-established B-Corp financial planning firm based in Worcester. With over a decade of success and growth primarily through referrals, this firm is committed to independence, ethical finance, and outstanding client service.
The Opportunity:
This is a fantastic role for a detail-oriented and ambitious Paraplanner who thrives in a collaborative, office-based environment. Working as part of the technical team, you will play a crucial role in supporting Financial Planners, ensuring outstanding client outcomes while meeting regulatory and compliance obligations. The firm’s B-Corp status reflects its dedication to ethical business practices, sustainability, and community engagement—ideal for someone who values both professional excellence and social responsibility.
Key Responsibilities:
1. Client Meeting Preparation – Compile comprehensive review packs within agreed SLAs.
2. Report Writing – Draft high-quality client reports and recommendation letters.
3. Technical Research – Conduct detailed investment, retirement, and protection product research using internal tools and PROD.
4. Cashflow Planning – Support advisers with financial forecasting and scenario analysis.
5. Regulatory Compliance – Maintain up-to-date knowledge of FCA regulations an...