Job Description Are you an experienced Paraplanner looking to join a well-established and highly respected wealth management practice where you can make an immediate impact? T Nixon Associates is seeking an experienced Paraplanner to support a substantial and long-standing wealth management client bank. Working closely with the advising practice principal and a small, supportive office team, this role is ideal for someone who enjoys technical work, thrives in a busy environment and takes pride in delivering exceptional client outcomes. This is not a training position. We're looking for someone who can hit the ground running, bring strong technical knowledge and provide high-quality paraplanning support from day one. Self-employed rate of £35 per hour Flexible working arrangements Hybrid working considered Opportunity to work with an established wealth management client bank Long-term opportunity for the right individual Conduct technical research across pensions and investment products Assist with specialist investment cases, including VCT business Ensure all work is completed accurately and in line with regulatory requirements Minimum 2 years' paraplanning experience within a financial planning or wealth management firm Strong technical knowledge of pensions, investments and wealth management advice Experience with VCTs and specialist investment planning is desirable but not essential Experience researching and writing suitability reports independently Knowledge of ongoing client servicing processes and annual reviews Confidence liaising with clients and providers by phone and email Committed to building a long-term career within a stable business This opportunity is ideal for an experienced Paraplanner who wants to be valued for their expertise, work with a loyal client bank and become an integral part of a growing wealth management practice. T Nixon Associates Ltd are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Pension Paraplanner employer: The Openwork Partnership
The Openwork Partnership is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Swindon. Employees benefit from a hybrid working model, comprehensive professional development opportunities, and a commitment to supporting high-priority initiatives that make a real impact in the fintech sector. Join us to be part of a forward-thinking team where your contributions are valued and growth is encouraged.
