I'm currently working with a highly respected wealth management firm looking to appoint a Paraplanner to support one of its leading Partners.

This is a rare opportunity to work alongside a highly successful adviser responsible for managing over £100m of client assets, providing exposure to complex financial planning cases and high-net-worth clients.

For a paraplanner looking to develop their technical expertise and work closely with an experienced adviser, this role offers genuine long-term career development and the opportunity to become an integral part of a successful advice team.

The Role

You'll work directly with the Partner and be responsible for:

• Research and financial planning analysis
• Preparing suitability reports and recommendation reports
• Cashflow modelling and technical support
• Assisting with client review meetings and ongoing planning strategies
• Provider and product research
• Liaising with clients and third parties where required
• Supporting the delivery of complex financial planning solutions

What We're Looking For

• Previous experience within an IFA, Financial Planning or Wealth Management firm
• At least 2 years' paraplanning or technical administration experience
• Diploma qualified or working towards Chartered status
• Strong technical knowledge of pensions, investments and protection planning
• Excellent report-writing skills and attention to detail
• Desire to learn and develop within a high-performing advisory team

Why Consider This Role?

Directly support a Partner managing over £100m of client assets

Exposure to complex and high-value client cases

Work within a highly respected wealth management business

Genuine technical development and progression opportunities

Hybrid working environment

This opportunity would suit an ambitious Administrator looking to step into paraplanning or an existing Paraplanner seeking broader exposure and closer involvement with a highly successful adviser.

To discuss confidentially, contact Ursula Sloan at Financial Divisions.