Step Into a True Paraplanning Partnership – Where Your Expertise Shapes the Client Journey
Are you an experienced Paraplanner craving more than just templates and tick-boxing? This is your chance to join a forward-thinking, collaborative Wealth Management firm where you're not just supporting advice — you're helping to shape it.
We’re on the lookout for a detail-driven, highly analytical Paraplanner who thrives on crafting bespoke financial solutions and building meaningful client relationships. If you're ready to take full ownership of the advice process and be genuinely involved in the client journey from start to finish, this is the role for you.
What’s on Offer
- Salary up to £55,000, depending on experience
- Hybrid/flexible working arrangements to support work-life balance
- Generous pension scheme & annual bonus potential
- Full study support for further professional qualifications
- Career progression pathways into Technical Specialist or Adviser roles
- Inclusive, values-led team culture with regular CPD events and strategy days
Why Join This Firm?
This firm is built around putting clients at the centre — but they also believe in empowering their people. As a Paraplanner here, you’ll be trusted to deliver full analytical assessments, collaborate with Advisers as a true partner, and contribute to high-level client strategies. With strong internal systems, modern tech, and a supportive admin team, you’ll be free to focus on what you do best: delivering quality advice support and building lasting client value.
What You’ll Be Doing
- Conduct deep-dive analysis into client circumstances and objectives
- Develop and maintain lifetime cash flow models
- Record accurate data and financial assumptions to support sound recommendations
- Build tailored financial planning strategies spanning investment, retirement, tax, and estate planning
- Use technical tools and software to model and test solutions
- Draft clear, client-centric recommendation reports and suitability letters
- Own the entire advice file and ensure back-office systems are meticulously updated
- Prepare comprehensive annual and ad-hoc client reviews
- Update cash flow projections and track investment performance
- Produce visual and written reports to support client discussions
- Support advisers in client-facing interactions and strategic planning
What We’re Looking For:
- Diploma qualified (Level 4) Paraplanner – ideally working towards Chartered
- Paraplanning experience within an IFA or Wealth Management environment
- Strong technical knowledge across pensions, investments, tax, and estate planning
- Proficiency with cash flow modelling tools (e.g. Voyant, CashCalc)
- Excellent written and verbal communication skills