Paraplanner

Full-Time No home office possible

James Leighton Wealth Management provides clear, transparent and client-first financial advice to individuals, families and business owners. Our mission is to make high-quality financial planning accessible, understandable and genuinely valuable — not sales-driven.

We are proud of our different approach to wealth management, charging fixed fees, as opposed to a percentage-based model. It is what we feel is fair, and what we feel is in the best interests of the families and individuals we serve.

As our Wealth division continues to grow, we are building a best-in-class technical team to support advisers and deliver outstanding client outcomes.

The Role

We are seeking an experienced Paraplanner to provide high-quality technical and analytical support to our Financial Planners. You will play a key role in designing and delivering compliant, tailored financial plans, ensuring that every recommendation is robust, suitable and clearly documented.

This is a technical, professional role for someone who enjoys deep financial planning work without the pressure of sales targets.

There is further opportunity for the individual to be promoted within the department, as and when the paraplanning department expands. James Leighton has a track record of rewarding our employees and we are in the process of incorporating a system in the company, whereby individuals can enhance their earnings by becoming competent in other areas of the business.

Key Responsibilities

Analyse client financial data, objectives, attitude to risk and capacity for loss
Carry out detailed research across pensions, investments, tax planning, and protection
Construct appropriate product and fund recommendations
Prepare full suitability reports and advice documentation
Support advisers in developing holistic financial plans
Model cashflow and retirement scenarios
Ensure all advice meets FCA, Consumer Duty and internal compliance standards
Liaise with providers, platforms and administrators to support case progression
Maintain accurate client records and audit trails

Skills & Experience

Experience in a paraplanning or financial planning support role
Strong technical understanding of pensions, investments, and tax wrappers
Excellent written and numerical skills
High attention to detail and accuracy
Confidence working with advisers
Diploma in Regulated Financial Planning (DipPFS or equivalent)
Experience using cashflow modelling software
Experience producing suitability reports
Experience working with Quilter Financial planning systems

What We Offer

Competitive salary based on experience
Bonus, based on department performance
Exam and CPD support
Health Cash plan
Hybrid working options
Exposure to a wide range of complex and interesting client cases

Why Join Us?

You won’t be a “back-office processor” here. You’ll be part of a growing, ambitious Wealth team where technical excellence is valued and where you can genuinely influence the quality of advice clients receive.