Technical Support (Paraplanner) - #2168733

Technical Support (Paraplanner)

Experienced Technical Support (Paraplanner) required.

Fantastic opportunity to join a growing business with strong values, a clear purpose, and a commitment to helping both clients and colleagues thrive. Hybrid working available together with excellent benefits and career development opportunities.

Would you like to work for a company with a clear identity, strong values, an amazing culture, and a defined purpose?

Are you an experienced and technically capable Technical Support or Paraplanner looking to join a friendly, professional, and forward-thinking team?

This is an exciting opportunity to join a business that has imagined what a next-generation financial planning company should look like. Our purpose is to enrich the lives of not only our clients, but also the people who work for us. We've created an environment where our team members feel they belong, can develop their careers, and make a meaningful contribution every day.

If this sounds like the kind of organisation you're looking for, we'd love to hear from you.

The Role

This is a full-time position; however part-time applicants will also be considered.

The role of the Technical Support (Paraplanner) is to work closely with Financial Planners, providing technical expertise, research and report-writing support to deliver high-quality, compliant financial planning solutions for clients.

Key Responsibilities

• Working alongside Financial Planners to understand client objectives and assist in gathering information required to formulate recommendations.
• Preparing comprehensive suitability reports and recommendation documents for review and approval by Financial Planners.
• Conducting research into investment, pension and protection solutions to support client recommendations.
• Supporting the ongoing review and maintenance of report templates and technical documentation.
• Delivering a professional, timely and high-quality service to both Financial Planners and clients.
• Supporting the delivery of an exceptional client experience throughout the financial planning journey.

Essential Skills & Experience

We are seeking an experienced individual with strong technical knowledge and a passion for delivering high-quality financial planning support.

You will ideally have:

• Previous Technical Support or Paraplanning experience within an Independent Financial Advice (IFA) or Financial Planning business.
• A strong understanding of the financial planning process.
• Experience preparing suitability reports and client recommendations.
• Good knowledge of investments, pensions, protection and retirement planning.
• Strong analytical and research skills.
• Strong organisational skills with the ability to manage multiple priorities and deadlines.

Desirable

• Level 4 Diploma in Regulated Financial Planning (or equivalent) is desirable.
• Experience using FE Analytics, Selectapension, Conquest, Voyant or similar industry systems.
• Experience supporting complex client cases involving pensions, investments and retirement planning.

Benefits & Salary

Competitive salary depending on experience.

We also offer:

• Hybrid working
• 31 days holiday including bank holidays
• Income protection
• Life assurance
• Employee Assistance Programme (EAP)
• Wellness support
• Financial wellbeing support
• Professional development and qualification support
• Career progression opportunities within a growing business
• A collaborative, supportive and values-driven culture

About Amber River

At Amber River, we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping and we're a group of like-minded, values-driven people with a passion for independent financial planning.

We all work together with one single-minded purpose:

To enrich the lives of the people we meet.

Through conversations, knowledge sharing, financial planning and advice, whatever life stage our clients are at, our team is here to help them plan for a life well-lived.

Further Information

Our application process is designed to be fair, straightforward and inclusive. If you require any reasonable adjustments during the recruitment process, please let us know.

Only shortlisted candidates will be contacted.

To give your application the best chance of success:

• Check that you meet the role criteria.
• Apply with a clear and concise CV.
• Highlight your Paraplanning experience, technical expertise and relevant achievements.
• Include any professional qualifications and ongoing study towards industry qualifications.

If you're looking for a role where you can contribute, develop your expertise and be part of a business that genuinely invests in its people, we'd love to hear from you.