Company Overview
This is an opportunity to join a well-established, independent wealth management firm with a reputation for high standards, client-first service, and collaborative working. The business supports long-term financial wellbeing through tailored advice and planning, with paraplanners playing an integral role in the delivery of that service.
Role Overview
The firm is looking for a qualified paraplanner who enjoys working closely with advisers to develop detailed financial strategies. This role is suited to someone who is comfortable engaging with clients when required, confident in handling a range of financial planning areas, and keen to be part of a quality-driven environment.
Key Responsibilities
- Preparing suitability reports across pensions, investments, protection, and estate planning
- Conducting technical product and provider research
- Supporting advisers with meeting preparation and follow-up
- Analysing clients’ current financial situations and recommending appropriate planning strategies
- Ensuring all reports and plans are compliant with FCA regulations
- Liaising with product providers and internal teams to support the advice process
Requirements
- Level 4 Diploma in Regulated Financial Planning (essential)
- Experience in a paraplanning role within an IFA or wealth management firm
- Knowledge of pensions, investments, and broader financial planning principles
- Excellent written communication and analytical skills
- Comfortable working independently and as part of a team
- Experience using financial planning tools and CRM systems (e.g. Voyant, Intelligent Office, FE Analytics) is an advantage
- Chartered status (or working towards it) would be a plus but is not essential
Benefits
- Salary of £45,000–£55,000 depending on experience
- Annual bonus
- Hybrid working (2–3 days from home per week)
- Study support for Chartered exams if desired
- 25 days holiday plus bank holidays
- Pension scheme and life assurance
- Supportive, professional team culture
How to Apply
If you’re a qualified paraplanner looking for a stable, rewarding role within a respected wealth management firm, we’d love to hear from you. Apply now or get in touch for a confidential conversation.