At a Glance
- Tasks: Analyse client info and create tailored financial strategies with a focus on technical analysis.
- Company: Join a forward-thinking Wealth Management business with a collaborative culture.
- Benefits: 25+ days annual leave, hybrid work, and fully funded professional qualifications.
- Other info: Supportive environment with excellent career growth opportunities.
- Why this job: Make a real impact in financial planning while developing your expertise.
- Qualifications: Experience in Paraplanning and strong analytical skills required.
The predicted salary is between 35000 - 45000 £ per year.
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 Opportunity
You'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 You
To 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 Offer
In 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.
Paraplanner employer: CMD Recruitment
Join a forward-thinking Wealth Management business that prioritises professional development and offers a collaborative work culture. With a hybrid working model, generous annual leave, and a commitment to employee wellbeing, this role as a Paraplanner provides the perfect environment for those looking to enhance their technical skills while making a meaningful impact on clients' financial futures.
