UK Paraplanner

Weekday AI· Weekday's Client via platform
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📍 Ahmedabad, Gujarat, IndiaFull time

About this role

This role is for one of the Weekday's clients

Min Experience: 3 years

Location: Ahmedabad

JobType: full-time

Become a part of our team as a Senior Paraplanner, where you will lead the research of complex cases, produce high-quality reports, and guarantee full compliance in all advice given. You will assist advisers with detailed product analysis, manage the accuracy of applications, mentor junior paraplanners, and facilitate the seamless progression of cases from recommendation through to completion.

Key Responsibilities:

  • Carry out thorough investment research and create customized financial planning strategies.
  • Undertake detailed pension research, including the evaluation of current schemes and benefits.
  • Investigate and assess pension switching options to achieve the best possible outcomes for clients.
  • Prepare precise financial planning and suitability reports in compliance with FCA and company standards.
  • Provide advice on protection products and trusts to facilitate effective wealth and estate planning.
  • Ensure uniformity in documentation standards and templates.
  • Guarantee that all client records adhere to regulatory and internal compliance requirements.
  • Assist in training activities and act as deputy for the Paraplanning Manager when necessary.

Required Skills:
At least 3 years of experience in financial planning or planning involving complex cases.
Proven ability to manage complex cases independently.
In-depth knowledge of UK financial products, lending criteria, and affordability assessments.
Understanding of FCA regulations and compliance requirements.
Skilled in using sourcing tools such as IO, Defaqto Engage, and Ipipeline.
Capable of independently handling complex cases and offering technical support to the team.

Experience in:Investment Research and Financial Planning
Pension Research
Pension Switching Analysis
Preparation of Financial Planning Reports
Protection Products & Trusts

Preferred Qualifications:
Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related discipline (preferred).
Diploma in Financial Planning (Level 4) or currently pursuing it.
Candidates working towards Advanced Adviser certifications are highly encouraged to apply.
Additional relevant professional qualifications will be considered advantageous.

Essential Skills

Paraplanner

Desirable Skills

IO

Defaqto Engage

Frequently Asked Questions

Is the salary disclosed for the UK Paraplanner position at Weekday AI?
The salary for this UK Paraplanner role at Weekday AI is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the UK Paraplanner position at Weekday AI located?
This UK Paraplanner role at Weekday AI is based in Ahmedabad, Gujarat, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the UK Paraplanner role at Weekday AI full-time or part-time?
This is listed as a Full time position. It is posted as a UK Paraplanner role in the Weekday's Client via platform department at Weekday AI.
Which team or department does the UK Paraplanner at Weekday AI belong to?
This UK Paraplanner position is part of the Weekday's Client via platform department at Weekday AI. See the full job description for more information about the team structure and responsibilities.
How do I apply for the UK Paraplanner position at Weekday AI?
Click the "Apply Now" button on this page. You will be redirected to Weekday AI's official application portal hosted on workable where you can submit your application directly.
When was the UK Paraplanner job at Weekday AI posted?
This UK Paraplanner position at Weekday AI was posted on May 8, 2026. Apply as soon as possible — early applications are often reviewed first.
UK Paraplanner
Weekday AI
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