A growing and well-established wealth management firm is looking to appoint a Paraplanner to support its Financial Planners and play a key role in delivering high-quality advice to clients.
This is an excellent opportunity for a technically strong individual who enjoys the analytical side of financial planning and wants to be part of a collaborative, forward-thinking team.
The business has a strong track record of developing people internally, with clear progression and long-term career opportunities.
The Role
You will work closely with Financial Planners to produce high-quality, compliant advice and support the end-to-end planning process.
Responsibilities will include:
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Writing suitability reports across pensions, investments, protection and tax planning
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Conducting research and analysis to support client recommendations
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Cashflow modelling and scenario planning
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Preparing pre- and post-meeting documentation
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Liaising with advisers, administrators and providers
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Ensuring all work meets compliance and regulatory standards
What We’re Looking For
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Experience working as a Paraplanner within an IFA firm
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Strong technical knowledge across financial planning
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Progressing towards or holding Diploma (DipPFS) qualifications
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High attention to detail and ability to produce accurate, high-quality reports
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Strong organisational and communication skills
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Ability to work both independently and as part of a team
What’s on Offer
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Salary up to £48,000 depending on experience and qualifications
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Support with further professional development and exams
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Clear progression within a growing business
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Structured onboarding and training
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Hybrid working following initial onboarding period
This is a strong opportunity for a Paraplanner who wants to develop technically, work closely with experienced advisers and be part of a business that is investing in its future growth.
If you’re looking for your next step in paraplanning, apply now or get in touch for more information.