We’re working with a top-tier wealth management business to recruit a Level 4 Diploma-qualified Paraplanner to join their growing team. With a strong reputation for delivering high-quality advice and an impressive track record of growth, this firm offers an excellent environment for all of their staff – with minimal staff turnover across the whole business.
Operating across the UK and internationally, the business combines a highly personal service with the scale and capability of a major organisation. They provide integrated financial planning, discretionary investment management and advisory services to high-net-worth individuals, families, and professional clients.
This is a fantastic opportunity to join a collaborative, forward-thinking team where your work will have a real impact on client outcomes.
The Role
As a Paraplanner, you will play a key role in supporting Wealth Planners to deliver holistic, high-quality financial advice. You’ll be involved throughout the advice process, providing technical expertise and ensuring recommendations are tailored to each client’s needs.
Your responsibilities will include:
- Conducting detailed research across pensions, investments, protection and tax planning
- Preparing clear, client-focused suitability reports and technical documentation
- Supporting the end-to-end advice process with accurate analysis and recommendations
- Carrying out calculations and modelling, including cashflow forecasting
- Ensuring all work meets regulatory and compliance standards
- Collaborating closely with advisers and wider team members to deliver strong client outcomes
About You
To be considered, you will have:
- A Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Experience working as a Paraplanner within a financial planning environment
- Strong technical knowledge across core financial planning areas
- Excellent report writing and communication skills
- A proactive, detail-oriented and team-focused approach
- A strong understanding of compliance and delivering good client outcomes
What’s on Offer
- Salary up to £62,000
- Generous discretionary bonus
- Comprehensive benefits package
- Hybrid working (typically 3 days in the office, 2 from home)
- Ongoing professional development and career progression opportunities
Why Apply?
This is a rare opportunity to join a highly respected, client-focused wealth manager that offers both scale and a relationship-led approach. You’ll be part of a high-performing, supportive team with access to excellent technical resources and the chance to work on complex, rewarding cases for an affluent client base.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
