Paraplanner

Are you a meticulous Paraplanner who thrives in a high-calibre, client-focused environment? Do you want to work with an award-winning wealth management firm that values expertise, integrity, and collaboration? If so, this is your chance to become a key player in a firm that delivers truly bespoke financial planning solutions to high-net-worth individuals and business owners.

• Excellence in Wealth Management – Work with a highly regarded firm known for its tailored approach to financial planning.
• Strategic Career Growth – Develop your expertise with structured learning and progression pathways towards Chartered status.
• Collaborative & Supportive Team – Join a culture that values knowledge-sharing, integrity, and professional development.
• Modern Approach – Work with cutting-edge tools and sophisticated financial planning technology to provide best-in-class client solutions.

As a Level 4 Diploma Qualified Paraplanner, you will play an integral role in delivering high-quality financial advice, ensuring every recommendation is tailored to meet the unique needs of clients. Your expertise will directly influence financial strategies and long-term client success.

• Conduct in-depth research and analysis to support Financial Planners.
• Prepare comprehensive suitability reports and financial plans.
• Ensure recommendations align with client objectives and FCA compliance.
• Use advanced financial planning tools (e.g., Intelligent Office, FE Analytics, Cashflow Modelling).
• Maintain a proactive approach to industry developments and technical advancements.

• Level 4 Diploma in Regulated Financial Planning (or working towards Chartered).
• Strong technical knowledge across pensions, investments, and tax planning.
• Experience in writing suitability reports and conducting technical analysis.
• A proactive, detail-oriented mindset with a passion for high-quality financial advice.
• Familiarity with financial planning platforms and cashflow modelling software.

• Competitive salary with a performance-based bonus.
• Full support towards achieving Chartered Status and further professional development.
• Hybrid working options for flexibility and work-life balance.
• Private healthcare, a contributory pension scheme, and enhanced benefits.
• Clear career progression opportunities within a growing and ambitious firm.