Paraplanner

An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business. This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service.

The Opportunity

• You will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience.
• The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment.

Key Responsibilities

• Support Financial Planners by providing technical analysis and client solutions.
• Conduct research, analysis and due diligence on client holdings and recommendations.
• Prepare technical calculations and cashflow modelling reports.
• Produce high-quality suitability reports aligned to client objectives and recommendations.
• Build and maintain strong client relationships, acting as a key point of contact throughout the client journey.
• Attend client meetings where appropriate.
• Identify information required to develop comprehensive financial plans.
• Work closely with Client Services teams to ensure recommendations are accurately implemented.
• Ensure planners and clients receive timely updates throughout the advice process.
• Review client files and ensure work is completed to regulatory and compliance standards.
• Support continuous improvement initiatives across the business.
• Maintain up-to-date knowledge of legislation, regulation and industry best practice.

About You

• Previous experience working as a Paraplanner or within a similar technical financial planning role.
• Strong understanding of financial planning products, solutions and technical calculations.
• Experience analysing client portfolios and producing suitability reports.
• Ability to work to deadlines while maintaining exceptional attention to detail.
• Strong written and verbal communication skills.
• Excellent organisational and problem-solving abilities.
• Comfortable building relationships with clients and internal stakeholders.
• Self-motivated with the ability to work independently and as part of a wider team.
• Committed to ongoing professional development and continuous learning.

Qualifications

• CII Diploma in Regulated Financial Planning (DipPFS) desirable.
• Working towards CII Advanced Diploma in Financial Planning preferred.
• 3-4 years' relevant financial planning or paraplanning experience.

Why Apply?

• Join a collaborative and client-focused wealth management business.
• Work closely with experienced Financial Planners and advisers.
• Gain exposure to complex financial planning cases and client portfolios.
• Strong commitment to professional development and qualifications support.
• Opportunity to contribute ideas and influence business improvements.
• Hybrid working environment and supportive team culture.
• Clear long-term career progression opportunities.

If you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.