Paraplanner

Are you an experienced Paraplanner looking to join a well-established and highly respected wealth management practice where you can make an immediate impact?

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T Nixon Associates is seeking an experienced Paraplanner to support a substantial and long-standing wealth management client bank. Working closely with the advising practice principal and a small, supportive office team, this role is ideal for someone who enjoys technical work, thrives in a busy environment and takes pride in delivering exceptional client outcomes.

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This is not a training position. We're looking for someone who can hit the ground running, bring strong technical knowledge and provide high-quality paraplanning support from day one.

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Benefits of the role

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• Self-employed rate of £35 per hour
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• Minimum commitment of 15 hours per week
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• Consistent flow of paraplanning work
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• Flexible working arrangements
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• Hybrid working considered
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• Opportunity to work with an established wealth management client bank
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• Small, supportive and professional team
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• Long-term opportunity for the right individual
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Responsibilities of the role

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• Prepare suitability reports and recommendation documentation

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• Conduct technical research across pensions and investment products

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• Support ongoing client review and servicing activity

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• Liaise with providers to obtain information and progress cases

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• Manage outstanding tasks and follow-ups efficiently

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• Prepare service review documentation and client correspondence

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• Assist with specialist investment cases, including VCT business

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• Ensure all work is completed accurately and in line with regulatory requirements

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• Provide a positive and professional experience for clients throughout the advice process

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What will you need to succeed?

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• Level 4 Diploma qualified or equivalent

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• Minimum 2 years' paraplanning experience within a financial planning or wealth management firm

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• Strong technical knowledge of pensions, investments and wealth management advice

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• Experience with VCTs and specialist investment planning is desirable but not essential

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• Experience researching and writing suitability reports independently

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• Knowledge of ongoing client servicing processes and annual reviews

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• Excellent attention to detail is essential

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• Strong organisational and task management skills

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• Confidence liaising with clients and providers by phone and email

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• A proactive and results-driven approach

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About You

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We're looking for someone who is:

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• Friendly, approachable and positive

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• Calm under pressure

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• Hard-working and self-motivated

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• Comfortable speaking with clients and providers

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• Highly organised and accurate in their work

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• Committed to building a long-term career within a stable business

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This opportunity is ideal for an experienced Paraplanner who wants to be valued for their expertise, work with a loyal client bank and become an integral part of a growing wealth management practice.

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If you're ready for your next challenge, we'd love to hear from you.

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Why us?

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T Nixon Associates Ltd are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital, and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers, and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.