We are seeking an experienced Technical Paraplanner to join a forward-thinking, award-winning wealth management practice. This is an exciting opportunity to join a highly professional, client-focused team and play a key role in delivering exceptional financial planning services.
The Role
As a Technical Paraplanner, you will provide comprehensive support to financial consultants, ensuring all client interactions and recommendations are accurately prepared, compliant, and delivered to the highest standard. Day-to-day responsibilities include:
- Preparing compliant suitability reports and detailed financial plans based on consultant recommendations
- Supporting consultants ahead of client meetings
- Assisting with client annual reviews and post-meeting follow-up
- Conducting technical research and analysing client data
- Investing client funds in line with consultant recommendations
- Identifying investment and tax-saving opportunities for clients
- Liaising closely with the service team and managing your own workload efficiently
- Evaluating investment portfolios alongside consultants
Skills, Experience & Qualifications Required
- Diploma-qualified (Level 4) in financial planning
- Minimum 3 years’ experience in a technical paraplanner role
- Strong knowledge of IT, MS Word & Excel, and experience with back-office financial systems
- Excellent telephone manner and client-facing skills
- Flexible approach and ability to work under pressure to deadlines
- High organisational skills and strong interpersonal attributes
Why Join?
This is an excellent opportunity to work with a dynamic, growing financial planning practice, where you will:
- Be part of a highly skilled and supportive team
- Receive structured training and ongoing development opportunities
- Bring your own enthusiasm and flair to the paraplanning team
- Contribute to a company that values client service and staff development equally
Package:
- Basic salary to £55,000
- Discretionary bonuses
- Pension
- Group income protection
- Life cover
- Hybrid working
If you are a motivated, detail-oriented paraplanner looking to progress your career within a supportive and client-focused environment, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
