Paraplanner

Paraplanner

Location: Hybrid/Flexible Working Available

Hours: Full-time, Monday to Friday

Salary: Competitive, dependent on experience

An established and growing Wealth Management business is seeking an experienced Paraplanner to join its support team. This is an excellent opportunity for a motivated individual looking to develop their career within a professional and client-focused financial planning environment.

The successful candidate will play a key role in supporting Financial Advisers by preparing suitability reports, processing new and existing business, and delivering high-quality technical support across a range of financial planning areas, including investments, pensions, trusts, and inheritance tax planning.

This role would suit someone who is working towards, or has already achieved, the Level 4 Diploma in Financial Planning and possesses strong technical knowledge alongside excellent communication and organisational skills.

Key Responsibilities

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• Prepare high-quality suitability reports and recommendation documents.
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• Process new and existing client business accurately and efficiently.
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• Support Financial Advisers with technical research and administrative activities.
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• Maintain and update client records and case management systems.
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• Ensure all work is completed in line with FCA regulations, internal policies, and industry best practice.
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• Conduct product and provider research where required.
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• Liaise with clients, product providers, and other professional contacts.
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• Utilise cashflow modelling tools to support financial planning recommendations.
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• Prepare documentation for annual reviews and ongoing servicing requirements.
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• Assist with pensions, investments, trusts, inheritance tax planning, protection, and other financial planning matters.
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• Support compliance requirements, including anti-money laundering procedures.
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• Contribute to project work and business improvement initiatives as required.
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• Always act in the best interests of clients and uphold the highest professional standards.
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Candidate Requirements

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• Previous experience within a Paraplanning or Financial Planning support role.
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• Strong understanding of pensions, investments, trusts, and inheritance tax planning.
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• Proficiency in Microsoft Office, particularly Word and Excel.
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• Professional, confident, and client-focused approach.
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Desirable

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• Level 4 Diploma in Financial Planning or actively working towards qualification.
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• Experience with cashflow modelling software.
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• Knowledge of protection and equity release products.
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• Experience using financial planning and back-office systems.
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Benefits

The successful candidate will benefit from a comprehensive reward and benefits package, including:

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• Competitive salary with regular salary reviews
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• Generous holiday entitlement plus bank holidays
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• Flexible and hybrid working arrangements
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• Pension scheme with salary sacrifice option
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• Life assurance
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• Income protection
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• Optional health and dental insurance
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• Employee Assistance Programme
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• Professional membership fees paid
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• Study support and study leave
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• Personal learning and development plans
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• Structured career development opportunities
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• Employee referral scheme
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• Long service awards
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• Employee recognition programmes
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• Discounted professional services
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• Eye care contributions and flu vaccination support
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• Social events throughout the year
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For more details, please apply below where I'll share full details about the company, salary, and benefits package.