Paraplanner

Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.

What you'll be doing:

• Preparing clear and compliant suitability reports tailored to client circumstances
• Conducting research across pensions, investments, protection, and tax planning
• Analysing client data and risk profiles to inform advice strategies
• Collaborating with advisers to refine recommendations and clarify client needs
• Ensuring all advice meets FCA requirements and internal compliance standards
• Supporting advisers with technical input and evidence-based solutions
• Explaining our approach to f...

Ready to Apply?

Submit your application today and join our talented team at LegalAndGeneral.