Diploma Qualified Paraplanner - Wealth Management, Amersham, Up to £55,000

Diploma Qualified Paraplanner – Wealth Management – Occasional Office Attendance

Location: Amersham, Buckinghamshire (Predominantly Remote with Occasional Office Attendance)

Salary: Up to £55,000 + Bonus & Excellent Benefits

Benefits: Private Medical Insurance, Wellness Days, Social Events & More

Hours: Full-Time

A highly regarded and growing financial planning firm based near Amersham, Buckinghamshire, is seeking an experienced, fully Diploma-qualified Paraplanner to join its technical team.

This is a predominantly remote position, offering excellent flexibility, with occasional attendance at the Buckinghamshire office for team meetings, collaboration sessions and client-related activities.

What's on Offer?

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• Predominantly remote working
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• Salary up to £55,000 depending on experience
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• Performance-related bonus
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• Private medical insurance
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• Wellness days and regular social events
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• Supportive, collaborative and professional team culture
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• Ongoing professional development and career progression
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• Opportunity to work closely with Financial Planners and clients
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• Involvement in strategic business initiatives, including participation in the firm's Investment Committee
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• The chance to make a meaningful contribution within a growing, client-focused business
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The Role

As a Paraplanner, you will provide technical expertise and comprehensive support to Financial Planners throughout the advice process, helping to deliver exceptional outcomes for clients.

Key responsibilities include:

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• Attending client meetings alongside Financial Planners to provide technical support
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• Assisting with the preparation and delivery of client meetings
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• Gathering and analysing client financial information
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• Producing cashflow planning models and financial analysis
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• Conducting technical research across financial planning solutions and products
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• Preparing high-quality suitability reports and financial planning recommendations
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• Providing technical support throughout the advice process
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• Liaising with providers and other third parties
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• Managing client cases through to successful completion
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• Monitoring and managing annual client review processes
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• Supporting client presentations and financial planning activities
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• Managing your own workflow to ensure deadlines are met
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• Assisting with annual technical reviews of services and investment solutions
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• Contributing as an active member of the firm's Investment Committee
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• Ensuring all work complies with FCA regulations and internal compliance standards
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About You

To be successful in this role, you will have:

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• Fully Diploma qualified (Level 4 DipPFS or equivalent)
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• A minimum of 5 years' experience in a Paraplanning or similar technical financial planning role
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• Strong experience within an IFA, Financial Planning or Wealth Management environment
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• Excellent technical knowledge across pensions, investments, protection and tax planning
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• Proven experience producing high-quality suitability reports and undertaking technical research
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• Experience using cashflow modelling software
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• Excellent analytical and problem-solving skills
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• Outstanding written and verbal communication skills
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• Strong organisational skills with exceptional attention to detail
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• The ability to build effective relationships with clients, advisers and providers
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• Self-motivated with the ability to work independently in a remote environment
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Apply Today

This is an excellent opportunity for an experienced and technically strong Paraplanner looking to join a forward-thinking financial planning firm that genuinely values technical excellence, professional development and delivering outstanding client outcomes.