An outstanding opportunity has arisen for an experienced Paraplanner to join a highly respected and well-established financial planning firm in the South West.
This business has built an exceptional reputation over many years for delivering truly holistic, client-focused financial advice to high-net-worth individuals and families. It operates with a strong people-first culture and is widely regarded as one of the best employers in the region, offering a supportive, collaborative and professional working environment.
The firm is medium-sized, employee-owned, and prides itself on maintaining a close-knit team culture alongside a high standard of technical excellence. As a result, staff retention is extremely low, with many employees building long-term and rewarding careers within the business.
Working closely with Financial Planners, you will play a key role in delivering high-quality financial planning advice and supporting complex client cases.
Key responsibilities will include:
- Preparing detailed suitability reports across a range of financial planning areas
- Conducting research and analysis to support tailored client recommendations
- Cashflow modelling and financial planning analysis
- Reviewing existing client arrangements and making appropriate recommendations
- Liaising with advisers, administrators and external providers
- Ensuring all work meets compliance and regulatory standards
- Supporting advisers with pre- and post-meeting technical work
About You
- Diploma qualified (or working towards) is preferred
- Paraplanners with 5+ years’ experience without the Diploma will also be considered
- Strong technical knowledge across pensions, investments and protection
- Experience working with high-net-worth clients
- Excellent report writing and analytical skills
- High attention to detail and a professional approach
- Ability to manage workloads effectively in a collaborative environment
The Package
- Basic to £45,000 (there may be some flexibility)
- Discretionary bonus
- Comprehensive exam support and ongoing professional development
- First-class on-the-job training and mentoring
- Generous holiday allowance
- PMI
- 10 % Pension
- Flexible / hybrid working – 2 or 3 days WFH
This is a rare opportunity to join an award-winning financial planning firm that genuinely invests in its people. The business offers a long-term career path, exposure to high-quality work and the chance to be part of a team that is passionate about delivering exceptional client outcomes.
The culture is supportive, forward-thinking and built around continuous development, making it an ideal environment.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
