Permanent | Hybrid Working

WORK ON COMPLEX FINANCIAL PLANNING CASES. DEVELOP YOUR EXPERTISE. PROGRESS YOUR CAREER.

Are you an experienced Paraplanner looking for more than report writing and a high-volume workload?

This is an opportunity to join an established and growing Financial Planning & Wealth Management business in Ascot, supporting experienced Financial Advisers with complex cases and high-value clients.

The focus is on quality rather than volume, giving you the opportunity to apply your technical expertise, contribute to well-considered financial planning recommendations and develop your knowledge across a broad range of planning scenarios.

For someone considering a future move into Financial Advice, the role also offers valuable exposure to the wider advice process.

The Role

Your responsibilities will include:

• Preparing detailed suitability reports and financial planning recommendations.
• Researching pensions, investments, products and providers.
• Supporting complex cases involving pensions, estate planning and wealth management.
• Conducting cashflow modelling and analysing long-term financial projections.
• Researching investment solutions, including CIP and CRP.
• Preparing for client meetings and supporting ongoing client reviews.
• Working closely with Advisers and colleagues to maintain quality and meet deadlines.
• Contributing to improvements in reporting and internal processes.

What We're Looking For

You'll have solid experience in an IFA or financial planning Paraplanning role, with the technical knowledge and attention to detail needed to support complex cases.

Ideally, you'll bring:

• The CII Diploma in Regulated Financial Planning (DipPFS) or equivalent.
• Strong knowledge of pensions, investments and financial planning products.
• Experience producing suitability reports and conducting technical research.
• Familiarity with cashflow modelling and long-term financial planning.
• Excellent analytical, written communication and organisational skills.
• A proactive, collaborative approach and an interest in continued professional development.

Working towards Chartered status, or already Chartered, would be an advantage. Experience with platforms, research tools and investment analysis systems would also be beneficial.

Salary and Benefits

• £55,000 basic salary
• 25 days' annual leave plus Bank Holidays
• Buy and sell annual leave scheme
• Hybrid working following successful probation
• Life assurance at four times basic salary
• Income protection covering up to 75% of salary
• Critical illness cover
• Private medical insurance
• Pension scheme, including salary sacrifice arrangements
• Employee Assistance Programme
• Annual salary review
• 37.5-hour working week, Monday to Friday

Interested?

If you're looking for technically challenging work, exposure to complex financial planning and the opportunity to develop your career, this role is well worth exploring.

For further information or a confidential conversation, contact:

Ryan Wootten

Partner | Financial Divisions