Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Advisers with cash flow modelling and suitability reports for high-net-worth clients.
- Company: Growing SME Financial Planning company with a focus on career development.
- Benefits: Hybrid working, flexible hours, and opportunities for professional growth.
- Why this job: Join a dynamic team and work on complex financial cases that make a real difference.
- Qualifications: CII Level 4 diploma required; working towards Chartered status preferred.
- Other info: Minimum of 2 days in the office; ideal for organised individuals with strong communication skills.
The predicted salary is between 30000 - 50000 £ per year.
The range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
An exceptional opportunity has arisen for an experienced Paraplanner to join a highly respected, award‑winning wealth management practice that specialises in advising high net worth and ultra‑high net worth clients.
This company has built an outstanding reputation for its investment proposition, technical excellence, and exceptional client service. With offices across the UK, they work with sophisticated clients requiring highly technical, tax‑efficient financial planning solutions. The firm prides itself on professionalism and the quality of advice it delivers, supported by a highly qualified technical team where the majority hold Chartered status.
Due to continued growth, they are seeking a career Paraplanner who is passionate about technical excellence and wants to be part of a team that handles complex, high‑value cases for discerning clients.
The Role
As Paraplanner, you will provide technical support to the advisory team, working on a diverse range of complex cases for high‑net‑worth clients. This is a role for someone who thrives on technical challenges and wants to develop their expertise in sophisticated financial planning.
Key responsibilities include:
- Preparing comprehensive suitability reports and recommendations for high‑net‑worth clients
- Conducting research and analysis across investments, pensions, retirement planning, and cashflow modelling
- Supporting annual reviews, top‑ups, and ongoing client servicing
- Working on tax‑efficient planning including EIS, VCT, and Business Relief strategies
- Providing technical support on estate planning, trusts, and inheritance tax planning
- Ensuring all recommendations are compliant, well‑documented, and of the highest quality
- Collaborating with a highly qualified technical team to deliver exceptional client outcomes
What\’s Required
- Proven paraplanning experience working with high net worth clients
- Minimum Level 4 Diploma in Regulated Financial Planning (ideally Level 6 or equivalent)
- Experience across annual reviews, top‑ups, retirement planning, cashflow modelling, and pension planning
- Strong technical knowledge and attention to detail
- Excellent written communication skills with the ability to produce high‑quality suitability reports
- A genuine passion for paraplanning as a career rather than a stepping stone to advice
- Chartered status or working towards it
- Experience of tax‑led planning (EIS, VCT, Business Relief)
- Knowledge of estate planning, trusts, and inheritance tax planning
- Experience working with complex, high‑value cases
Why Join?
- Work with a highly qualified, technical team (majority Chartered Fellows and Diploma qualified)
- Handle complex, intellectually stimulating cases for high‑net‑worth clients with large investable assets
- Join a company with an outstanding reputation for investment expertise and client service
- Benefit from exposure to sophisticated tax planning, estate planning, and trust work
- Opportunity to develop your technical skills alongside experienced professionals
- Hybrid working with minimum 2 days per week in the office
- Excellent career development and exam support for those pursuing further qualifications
The Package
- Competitive salary: £50,000 – £55,000 (based on experience and qualifications)
- Attractive bonus paid annually
- Hybrid working (minimum 2 days per week in office)
- Exam support and professional development opportunities
If you\’re an experienced Paraplanner looking for a role where you can work on complex, high‑value cases and develop your technical expertise alongside a highly qualified team with a great culture, we\’d love to hear from you.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Research, Writing/Editing, and Strategy/Planning
Referrals increase your chances of interviewing at Nigel James Associates Ltd by 2x
Stonehaven, Scotland, United Kingdom
#J-18808-Ljbffr
Paraplanner employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd 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 industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves complex cases for HNW clients, make sure you can confidently discuss cash flow modelling and suitability reports. Practice common interview questions with a friend or even in front of the mirror!
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects effectively. This will demonstrate that you're the organised Paraplanner they need to support their Advisers.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed by potential employers. Plus, it shows you're serious about landing that Paraplanner gig!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with cash flow modelling and suitability reports, as well as any work you've done with HNW clients. We want to see how your skills match what we're looking for!
Showcase Your Qualifications: Don’t forget to mention your CII Level 4 diploma and any progress towards Chartered status. This is key for us, so make it stand out in your application. We love seeing candidates who are committed to their professional development!
Be Organised and Detail-Oriented: Since this role requires exceptional organisation and attention to detail, give examples in your application that demonstrate these skills. Whether it's managing complex cases or ensuring accuracy in reports, we want to know how you excel in these areas.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of cash flow modelling and suitability reports. Familiarise yourself with the complexities of high-net-worth (HNW) clients, as this will likely come up in conversation. Being able to discuss specific cases or scenarios you've worked on will show your expertise.
✨Showcase Your Qualifications
Since the role requires a CII Level 4 diploma, be prepared to discuss how your qualifications have equipped you for this position. If you're working towards Chartered status, mention this too! It demonstrates your commitment to professional development and adds to your credibility.
✨Demonstrate Organisational Skills
As an experienced Paraplanner, being organised is crucial. Bring examples of how you've managed multiple tasks or projects effectively in the past. You might even want to share a system or tool you use to stay on top of your workload—this shows you're proactive and detail-oriented.
✨Practice Your Communication
Exceptional communication skills are a must for this role, especially since there will be some client interaction. Practice explaining complex financial concepts in simple terms. This will not only help you in the interview but also in your future role when dealing with clients.
