Paraplanner

K3 Advisory Group

Paraplanner providing high-quality financial planning support to clients and advisers at K3 Advisory Group. The role involves comprehensive financial analysis and compliance oversight.

Posted 6/25/2026full-timeManchester • 🇬🇧 United KingdomMid-LevelSeniorWebsite

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Hard Skills

cashflow modellingscenario analysisfinancial planningreport writinganalysisresearch on financial productssuitability reportsinvestment strategycompliance with FCA regulationstechnical expertise in pensions

Soft Skills

analytical skillscommunication skillsclient relationship managementcollaborationorganizational skills

Certifications & Qualifications

Diploma 4 in Regulated Financial Planning

Industry Keywords

financial adviserclient objectivesregulatory standardsasset allocationmarket trendslegal and tax advisersFCA regulationsclient recordsfinancial productsplanning

About the role

Key responsibilities & impact

Conduct triage to identify information required to compile each financial plan recommendation.
Identify areas for planning.
Discuss and establish client objectives with the financial adviser.
Analyse client fact-finds to identify needs, priorities and potential solutions.
Conduct research on financial products, providers and market trends.
Perform cashflow modelling and scenario analysis.
Liaise with the client’s legal and tax advisers if appropriate.
Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
Liaise with the Administration teams to ensure any recommendations are correctly implemented.
Provide technical expertise across pensions, investments, protection, and financial planning.
Ensure all recommendations are compliant with FCA regulations and company procedures.
Keep up to date with legislative and market changes.
Maintain accurate and up-to-date client records.
Liaise with providers, platforms, and internal teams to progress cases.
Work closely with Financial Advisers to develop appropriate strategies for clients.
Attend client meetings when required to support technical discussions.
Assist in preparing review packs and client documentation.

Requirements

What you’ll need

Minimum of 4 years’ experience at a Paraplanner level.
Ideally, Diploma 4 qualified in Regulated Financial Planning.
Excellent analytical and report-writing skills.

Benefits

Comp & perks

25 days holiday plus Bank Holidays.
1 x holiday - Birthday holiday
Loyalty holidays with continued service.
Christmas Closure (need to retain 3 days from allowance).
Profit Sharing Scheme.
Pension (auto-enrolment, then increasing dependent on length of service).
Private Medical Insurance (after 12 months).
Life Assurance.
Long Term Service Awards.
Fully funded company social events – summer and winter.
Generous Study/Training Program.