We are redirecting you to the source. If you are not redirected in 3 seconds, please click here.

Paraplanner at VirtuHire. We are seeking a skilled and detail-oriented Paraplanner to support the financial adviser in delivering high-quality, compliant financial planning advice to clients. The successful candidate will play a key role in research, report writing, and technical support, ensuring advice is accurate, suitable, and aligned with FCA requirements. . This role would suit an experienced paraplanner or a developing paraplanner working towards (or holding) a Level 4 Diploma in Regulated Financial Planning.. Key Responsibilities. Conduct detailed technical research across pensions, investments, protection, tax planning, and estate planning, ideally with familiarity of the following systems - Defaqto Engage, Intelligent Office Intelliflo, investment platforms and Trustnet.. Prepare suitability reports and financial planning recommendations for adviser review – majority of assistance will be in relation to annual client reviews.. Analyse client information, objectives, and attitude to risk.. Assist advisers in the construction and review of investment portfolios.. Liaise with product providers, platforms, and discretionary fund managers.. Ensure all documentation meets FCA regulatory and compliance standards.. Support advisers with pre- and post-meeting preparation.. Keep up to date with changes in legislation, taxation, and financial products.. Maintain accurate client records and contribute to efficient workflows.. Essential:. Experience in a paraplanning or technical financial services role.. Strong knowledge of UK financial planning and FCA regulation.. Good written communication and report-writing skills.. High attention to detail and strong analytical ability.. Confident using financial planning software and platforms.. Ability to work independently and manage multiple priorities.. Desirable:. Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning (Level 4) or working towards OR CII Level 4 Certificate in Paraplanning – this includes:. - (R01) Financial services, regulation and ethics, or (CF1) UK financial services regulations and ethics.. - (R02) Investment principles and risk.. - (R03) Personal taxation.. - (J09) Paraplanning. . Experience with tools such as , Defaqto Engage, Intelligent Office, or similar.. Knowledge of pensions (including drawdown), investments, and tax planning.. Previous experience in an IFA or wealth management firm.. Company Location: South Africa.