Are you a Paraplanner who enjoys working on complex, well-structured cases and contributing to high-quality financial planning? This opportunity offers a collaborative environment where your technical input is genuinely valued and where you can play an integral role in delivering holistic, client-focused advice.

Company Overview

Our client is a well-established and growing Wealth Management business providing holistic financial planning to a diverse client base. The firm operates with a strong emphasis on professionalism, collaboration, and long-term relationships, combining technical excellence with a supportive and people-focused culture.

The business offers a stable platform, modern systems, and a clear commitment to developing its people. Team members are encouraged to contribute ideas, continuously improve processes, and progress their careers within a structured and well-supported environment.

Responsibilities

In this role, you will work closely with Financial Planners and internal stakeholders to support the delivery of compliant, high-quality financial advice. Your responsibilities will include:

• Supporting Financial Planners by fully understanding client objectives, priorities, and circumstances
• Conducting detailed research and technical analysis, considering areas such as pensions, investments, taxation, and estate planning
• Producing clear, accurate, and compliant suitability reports and recommendation letters
• Identifying additional planning opportunities and highlighting future considerations for clients
• Liaising with operations and compliance teams on complex, unusual, or non-standard cases
• Working collaboratively with client services to ensure accurate information is gathered and timescales are met
• Maintaining robust audit trails and ensuring all work adheres to regulatory and internal compliance requirements
• Keeping up to date with legislative, regulatory, and technical developments through ongoing CPD
• Contributing to continuous improvement initiatives and sharing best practice across the team
• Providing technical input, guidance, or support to colleagues when required

Requirements

To be successful in this role, you will bring a strong technical foundation and a proactive, professional approach. You will ideally have:

• Experience working as a Paraplanner within a regulated financial planning or wealth management environment
• A good technical understanding of pensions, investments, protection, and taxation
• Strong written and verbal communication skills, with the ability to explain complex information clearly
• High attention to detail and the ability to manage workloads effectively
• Confidence to question, challenge, and seek clarification to ensure client objectives are fully understood
• Experience using Microsoft Office (Word, Excel, Outlook) and financial planning systems
• A commitment to maintaining high standards of compliance and client service

Benefits

The firm offers a competitive and well-rounded benefits package designed to support both professional development and personal wellbeing, including:

• Competitive salary, negotiable depending on experience and qualifications
• 33 days’ holiday including bank holidays, with the option to buy or sell additional days
• Hybrid working model, offering flexibility between home and office
• Support for professional development and ongoing CPD
• Employee Assistance Programme, including confidential support and wellbeing resources
• A supportive, collaborative working culture with long-term career progression opportunities

Location & Working Pattern

• Hybrid working (office and home-based)
• Full-time, Monday to Friday
• Flexible working arrangements considered