We are seeking a Paraplanner to join a forward-thinking, growing wealth management organisation with an international presence, now expanding its UK operations.
This is an excellent opportunity to work for an independent firm with a strong reputation in the industry, where you can develop your career and make a real impact by delivering high-quality financial planning support.
About the role
As a Technical Paraplanner, you will play a key role in supporting Wealth Planners to deliver holistic, client-focused financial advice. Key responsibilities include:
- Conducting thorough technical research across pensions, protection, investments, tax planning, and other financial planning areas to support strong client outcomes.
- Preparing client-centric suitability reports and technical documentation in line with regulatory requirements and internal compliance standards.
- Providing complex technical input to support the end-to-end advice process.
- Performing accurate calculations and modelling, including cash-flow analysis, to support tailored client recommendations.
- Drafting clear, compliant communications to ensure positive client outcomes.
- Acting as a technical reference point for complex queries within the paraplanning team.
About you
You will be considered for this role if you have:
- A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent).
- Strong experience working in a paraplanner capacity within a financial planning environment.
- Excellent technical knowledge across pensions, investments, protection, and taxation.
- Strong report-writing and communication skills.
- A proactive approach to research, problem-solving, and collaboration.
- A strong compliance focus, always acting in clients’ best interests and aligned with regulatory standards.
What’s on offer
- Competitive salary up to £55,000.
- Company benefits and hybrid working (3 days in the office, 2 days from home).
- Opportunity to work in a dynamic, growing team with a focus on technical excellence.
- Exposure to a broad range of financial planning areas and complex client cases.
This is a fantastic opportunity for a paraplanner to develop technical expertise, work on complex client cases and grow within a reputable, expanding organisation.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
