Full job descriptionHybrid (3 days office-based)

This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.
Working closely with Financial Planners, you’ll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives.
The OpportunityYou’ll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients.
This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients.
Key Responsibilities*Analyse complex client information and translate findings into clear, practical financial planning recommendations.
*Produce high-quality suitability reports and supporting documentation.
*Conduct cashflow modelling, scenario testing, and financial forecasting.
*Research products, providers, and planning strategies to support client outcomes.
*Develop compliant recommendations aligned to client goals and regulatory requirements.
*Prepare technical documentation and reports to support Financial Planner meetings.
*Maintain exceptional standards of accuracy, technical quality, and regulatory compliance.
About YouTo be considered, you’ll ideally have:
*Previous experience in a Paraplanning or technical financial planning position.
*Diploma in Regulated Financial Planning (or equivalent qualification).
*Strong technical knowledge across pensions, investments, protection, and UK tax planning.
*Experience producing suitability reports and recommendation documents.
*Knowledge of financial planning and cashflow modelling software.
*Excellent analytical and problem-solving abilities.
*Strong written communication skills with the ability to explain complex concepts clearly.
*A proactive approach with the ability to manage your own workload while working effectively as part of a wider team.
What’s on OfferIn return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded.
Benefits include:
*Minimum 25 days annual leave plus bank holidays.
*Option to purchase up to 5 additional days holiday.
*Additional day off for your birthday.
*Hybrid working arrangement (3 days office-based).
*Employee Assistance Programme supporting mental, physical, and financial wellbeing.
*Fully funded professional qualifications and ongoing development.
*Competitive pension scheme.
*Access to a range of employee discounts and benefits.
If you’re a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I’d be keen to discuss the opportunity with you.