https://jobs.co.uk/job/paraplanner-ec-appointments-ltd--f8b9da70-1273-4c11-a9ce-963482cc44e6 RSS feed for Paraplanner at EC Appointments Ltd. en-gb Wed, 10 Jun 2026 09:31:35 GMT https://jobs.co.uk/job/paraplanner-ec-appointments-ltd--f8b9da70-1273-4c11-a9ce-963482cc44e6 https://jobs.co.uk/job/paraplanner-ec-appointments-ltd--f8b9da70-1273-4c11-a9ce-963482cc44e6 Tue, 09 Jun 2026 11:53:06 GMT Location: St. Albans | Salary: 35000.00-35000.00 Annual | Type: Permanent | ParaplannerSt Albans, Herts.To c £45,000 Great opportunity for an experienced Paraplanner to support a team of 2 Advisors within established and expanding directly authorised Independent FCA regulated organisation. Responsibilities include:Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses.Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments.Conduct investment and product research using financial planning tools and platforms to support adviser recommendations.Assist with pension and investment analysis, including annual allowance calculations and technical product reviews.Ideally able to produce or put together suitability reports for simple investments, client reviews, withdrawals, and other ongoing advice requirements.Liaise with product providers to obtain policy and scheme information and process client transactions, including withdrawals and fund switches.Provide high-quality administrative support to ensure efficient case progression and ex... Permanent