Are you an experienced Paraplanner looking to take your career to the next level? Join a firm that values expertise, innovation, and professional growth. This is an exciting opportunity to work within a leading independent wealth management firm, where you’ll support highly qualified Financial Advisers in delivering tailored financial planning solutions to a diverse client base.
Salary up to £45,000
This full-time, permanent role offers hybrid working, a competitive salary, and a comprehensive benefits package, along with a culture that encourages collaboration, continuous learning, and career progression.
Your Role as a Paraplanner:
As a key part of our Paraplanning team, you’ll play an essential role in supporting our Financial Advisers, helping to deliver high-quality advice through comprehensive research and technical expertise.
Conducting in-depth financial research across pensions, investments, protection, and estate planning.
Preparing detailed suitability reports and technical financial planning recommendations.
Analysing existing investment portfolios and comparing them against industry benchmarks.
Assisting in the preparation of complex financial planning strategies for high-net-worth clients.
Ensuring all client reports and documentation meet regulatory and compliance standards.
Staying up to date with legislation, market trends, and financial products.
Providing guidance to junior Paraplanners and Trainee Paraplanners as required.
What We’re Looking For:
Diploma in Financial Planning (Level 4 Qualified) – Essential.
Strong technical knowledge across investments, pensions, protection, and tax planning.
Excellent report-writing and research skills, with a keen eye for detail.