Paraplanner

Paraplanner – Wealth Management

Hybrid Working£35,000 – £45,000 (DOE)

The Company

A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its collaborative and highly professional team.

The business provides tailored financial planning and investment advice to a wide-ranging client base, with a strong focus on long-term relationships and high-quality service.

The Role

This is a key position supporting Financial Planners in delivering compliant, accurate, and client-focused advice.

The role is predominantly office-based, offering strong team interaction and development opportunities.

Key Responsibilities

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• Prepare detailed and compliant suitability reports
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• Conduct technical research to support financial planning recommendations
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• Analyse client fact finds and identify suitable solutions
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• Support investment and pension planning strategies
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• Undertake client portfolio reviews
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• Carry out cashflow modelling
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• Liaise with product providers and internal teams
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• Respond to client and adviser queries effectively
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• Ensure all work meets FCA and regulatory requirements
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Requirements

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• Previous experience as a Paraplanner within financial planning/wealth management
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• Strong knowledge of pensions, investments, and financial products
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• Experience producing suitability reports
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• Good understanding of FCA regulations and compliance
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• Working towards or holding Diploma in Financial Planning (preferred)
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• Strong analytical and organisational skills
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Benefits

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• Competitive salary package
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• Hybrid working
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• Supportive team environment
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• Ongoing professional development and study support
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• Opportunity to work on complex and varied cases
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