Paraplanner - Hybrid working

We are currently partnering with a highly respected, Top 50 UK financial services organisation with a well-established and growing financial planning division. With an excellent reputation in the market and a strong technical team in place, they are now looking to appoint an experienced Paraplanner to join their collaborative and forward-thinking environment.

This is an excellent opportunity to join a forward-thinking organisation where you will work closely with Partners and Financial Planners, providing high-quality technical support across a broad range of financial planning areas. The role offers a varied workload and the opportunity to work with high-net-worth and ultra-high-net-worth clients.

Key Responsibilities:

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• Prepare detailed financial planning reports and recommendations across a wide range of advice areas
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• Work closely with Financial Planners to develop bespoke solutions for both new and existing clients
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• Act as a key point of contact for clients, delivering a high level of service
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• Liaise directly with high-net-worth and ultra-high-net-worth individuals
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• Support the wider team with technical expertise on new business and ongoing servicing
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• Produce research, analysis and client-friendly documentation to support recommendations
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• Ensure all work is completed in line with compliance and regulatory requirements
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Requirements:

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• Proven experience in a Paraplanning role
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• Diploma qualified (Level 4) as a minimum, with progress towards Chartered status desirable
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• Strong technical knowledge across pensions, investments and financial planning
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• Experience working with high-net-worth clients
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• Familiarity with industry research tools such as Voyant, Selectapension or similar
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• Excellent attention to detail and organisational skills
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What’s on Offer:

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• Basic salary up to £55,000 (depending on experience and qualifications)
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• Hybrid working model
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• Generous holiday allowance, with the option to purchase additional days
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• Annual salary reviews
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• Profit share scheme
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• Comprehensive health and wellbeing support
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• Ongoing training, exam support and clear progression opportunities
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This is a fantastic opportunity for a technically strong Paraplanner who is looking to take the next step in their career within a supportive and progressive environment.