An excellent opportunity has arisen for an experienced Diploma-qualified Paraplanner to join a highly successful and fast-growing Chartered financial planning firm with a strong reputation within the wealth management sector.

This is a fantastic opportunity to join a modern, client-focused business that combines professional development, strong technical support and long-term career progression within a collaborative and forward-thinking environment.

The firm provides holistic financial planning advice to high-net-worth individuals and families across investments, retirement planning, pensions, estate planning and protection. Due to continued growth, they are now seeking an analytical and detail-oriented Paraplanner to support Financial Advisers in the delivery of high-quality client outcomes.

The Role

Working closely with Financial Advisers, responsibilities will include:

• Preparing and reviewing suitability reports and recommendations
• Conducting detailed financial analysis and research
• Gathering and analysing client financial information
• Supporting cashflow modelling and financial planning scenarios
• Researching investment, pension and protection solutions
• Liaising with providers and maintaining accurate client records
• Ensuring all work complies with FCA regulations and internal processes
• Assisting in the delivery of holistic financial planning advice

Candidate Requirements

• Diploma qualified (Level 4 CII or equivalent)
• Previous experience within a Paraplanning role
• Strong technical knowledge across pensions, investments, tax and protection
• Ability to perform basic tax calculations and financial analysis
• Experience using financial planning and back-office systems such as Intelliflo and/or Genovo would be advantageous
• Excellent communication and organisational skills
• Professional, client-focused and detail-oriented approach

What’s on Offer

• Very competitive salary and bonus structure
• Hybrid working arrangement
• Full support towards Chartered status
• Excellent long-term career progression opportunities
• Supportive and collaborative working environment
• Comprehensive company benefits package

This opportunity would suit an ambitious paraplanner looking to progress their career within a well-established and expanding financial planning firm.