Paraplanner

Hybrid Working | CrawleyAn exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business.This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service.This is an excellent opportunity for a technically strong Paraplanner looking to further develop their career within a collaborative and client-focused environment.The Opportunity You will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience.The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment.Key Responsibilities Support Financial Planners by providing technical analysis and client solutionsConduct research, analysis and due diligence on client holdings and recommendationsPrepare technical calculations and cashflow modelling reportsProduce high-quality suitability reports aligned to client objectives and recommendationsBuild and maintain strong client relationships, acting as a key point of contact throughout the client journeyAttend client meetings where appropriateIdentify information required to develop comprehensive financial plansWork closely with Client Services teams to ensure recommendations are accurately implementedEnsure planners and clients receive timely updates throughout the advice processReview client files and ensure work is completed to regulatory and compliance standardsSupport continuous improvement initiatives across the businessMaintain up-to-date knowledge of legislation, regulation and industry best practiceAbout You Previous experience working as a Paraplanner or within a similar technical financial planning roleStrong understanding of financial planning products, solutions and technical calculationsExperience analysing client portfolios and producing suitability reportsAbility to work to deadlines while maintaining exceptional attention to detailStrong written and verbal communication skillsExcellent organisational and problem-solving abilitiesComfortable building relationships with clients and internal stakeholdersSelf-motivated with the ability to work independently and as part of a wider teamCommitted to ongoing professional development and continuous learningQualifications CII Diploma in Regulated Financial Planning (DipPFS) desirableWorking towards CII Advanced Diploma in Financial Planning preferred34 years' relevant financial planning or paraplanning experienceWhy Apply? Join a collaborative and client-focused wealth management businessWork closely with experienced Financial Planners and advisersGain exposure to complex financial planning cases and client portfoliosStrong commitment to professional development and qualifications supportOpportunity to contribute ideas and influence business improvementsHybrid working environment and supportive team cultureClear long-term career progression opportunitiesIf you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.TPBN1_UKTJ