Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyse client information and prepare detailed financial planning solutions.
- Company: Join a close-knit wealth management practice with a supportive culture.
- Benefits: Flexible working, study support for Chartered status, and career progression.
- Other info: Enjoy a modern, tech-driven environment with a professional team.
- Why this job: Make a real impact in financial planning without the corporate rigidity.
- Qualifications: 3+ years in financial planning with strong technical knowledge.
A growing and well-established wealth management practice based in Kelham Island is looking to appoint an experienced Paraplanner to join their collaborative team. This is not a corporate environment. Instead, you’ll be joining a professional, close-knit firm where your technical expertise is valued, your input matters, and flexibility is genuinely offered. This is a technical paraplanning position supporting Financial Advisers across a broad range of client cases. You’ll play a key role in delivering compliant, high-quality financial planning solutions.
Key responsibilities include:
- Analysing client fact-finds and financial information
- Researching pensions, investments, ISAs, bonds and protection products
- Preparing detailed suitability reports and recommendation letters
- Pension analysis, drawdown comparisons and retirement planning modelling
- Supporting more complex cases including pension transfers and inheritance tax planning
- Ensuring all work meets FCA and internal compliance standards
- Maintaining accurate, audit-ready client files
About You
We’re looking for an experienced paraplanner who:
- Has 3+ years’ experience within a financial planning environment
- Possesses strong technical knowledge across pensions and investments
- Is confident producing high-quality suitability reports
- Has a strong understanding of FCA regulations and compliance requirements
- Works methodically with excellent attention to detail
- Is comfortable managing multiple cases and deadlines
What’s on Offer
- Full support with study costs towards Chartered status
- Genuine flexibility in the role
- Structured progression within a growing practice
- A modern, technology-driven environment
- Supportive and professional team culture
This role would suit a career paraplanner who enjoys the technical side of financial planning and wants to be part of a firm where quality and professionalism come first without the rigidity of a large corporate structure.
Paraplanner employer: Connected Search Group
Contact Detail:
Connected Search Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your best suitability reports and case analyses. This will give you an edge during interviews and demonstrate your technical expertise to potential employers.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to firms you admire. Express your interest in their work and ask if they have any upcoming opportunities. You never know what might come up!
✨Tip Number 4
Apply through our website! We’ve got a range of roles that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our collaborative team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Your Technical Skills: Make sure to highlight your technical expertise in pensions and investments. We want to see how your experience aligns with the role, so don’t hold back on showcasing your knowledge in your application.
Tailor Your Suitability Reports: When you write your application, think about how you would prepare a suitability report. Be clear and concise, and make sure to demonstrate your understanding of FCA regulations and compliance requirements. This will show us you’re the right fit for our team.
Be Yourself: We’re not a corporate environment, so let your personality shine through in your application. Share your passion for financial planning and how you can contribute to our close-knit team. We value authenticity!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our modern, technology-driven environment.
How to prepare for a job interview at Connected Search Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and investments. Be ready to discuss specific products and regulations, as this role requires a solid understanding of FCA compliance.
✨Showcase Your Experience
Prepare examples from your past work that highlight your ability to analyse client information and produce detailed suitability reports. This will demonstrate your hands-on experience and how you can add value to their team.
✨Emphasise Teamwork
Since this is a collaborative environment, be prepared to talk about how you’ve worked with Financial Advisers in the past. Share instances where your input made a difference in client cases or team projects.
✨Ask Insightful Questions
Come armed with questions that show your interest in the firm’s culture and growth opportunities. Inquire about their approach to flexibility and support for professional development, which aligns with what they offer.