Are you a Paraplanner who enjoys working on complex, well-structured cases and contributing to high-quality financial planning? This opportunity offers a collaborative environment where your technical input is genuinely valued and where you can play an integral role in delivering holistic, client-focused advice.
Company Overview
Our client is a well-established and growing Wealth Management business providing holistic financial planning to a diverse client base. The firm operates with a strong emphasis on professionalism, collaboration, and long-term relationships, combining technical excellence with a supportive and people-focused culture.
The business offers a stable platform, modern systems, and a clear commitment to developing its people. Team members are encouraged to contribute ideas, continuously improve processes, and progress their careers within a structured and well-supported environment.
Responsibilities
In this role, you will work closely with Financial Planners and internal stakeholders to support the delivery of compliant, high-quality financial advice. Your responsibilities will include:
* Supporting Financial Planners by fully understanding client objectives, priorities, and circumstances
* Conducting detailed research and technical analysis, considering areas such as pensions, investments, taxation, and estate planning
* Producing clear, accurate, and compliant suitability reports and recommendation letters
* Identifying additional planning opportunities and highlighting future considerations for clients
* Liaising with operations and compliance teams on complex, unusual, or non-standard cases
* Working collaboratively with client services to ensure accurate information is gathered and timescales are met
* Maintaining robust audit trails and ensuring all work adheres to regulatory and internal compliance requirements
* Keeping up to date with legislative, regulatory, and technical developments through ongoing CPD
* Contributing to continuous improvement initiatives and sharing best practice across the team
* Providing technical input, guidance, or support to colleagues when required
Requirements
To be successful in this role, you will bring a strong technical foundation and a proactive, professional approach. You will ideally have:
* Experience working as a Paraplanner within a regulated financial planning or wealth management environment
* A good technical understanding of pensions, investments, protection, and taxation
* Strong written and verbal communication skills, with the ability to explain complex information clearly
* High attention to detail and the ability to manage workloads effectively
* Confidence to question, challenge, and seek clarification to ensure client objectives are fully understood
* Experience using Microsoft Office (Word, Excel, Outlook) and financial planning systems
* A commitment to maintaining high standards of compliance and client service
Benefits
The firm offers a competitive and well-rounded benefits package designed to support both professional development and personal wellbeing, including:
* Competitive salary, negotiable depending on experience and qualifications
* 33 days’ holiday including bank holidays, with the option to buy or sell additional days
* Hybrid working model, offering flexibility between home and office
* Support for professional development and ongoing CPD
* Employee Assistance Programme, including confidential support and wellbeing resources
* A supportive, collaborative working culture with long-term career progression opportunities
Location & Working Pattern
* Hybrid working (office and home-based)
* Full-time, Monday to Friday
* Flexible working arrangements considered