Paraplanner | Wealth Management | Wendover, Buckinghamshire, Up to £45,000 + Benefits, Hybrid

Up to £45,000 + Excellent Benefits | Hybrid Working | Career Development

Are you an experienced Wealth Management Paraplanner looking to join a firm where your technical expertise is genuinely valued?

This is an outstanding opportunity to become part of a highly regarded, client-focused financial planning practice where paraplanners play a central role in delivering exceptional financial advice.

Working alongside experienced Financial Advisers, you'll provide technical expertise across every stage of the advice process, helping to deliver bespoke financial planning solutions for affluent and high-net-worth clients. This is a varied, intellectually rewarding role where no two cases are the same.

The Opportunity

As a key member of the paraplanning team, you'll be responsible for:

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• Producing high-quality suitability reports and recommendation letters.
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• Conducting detailed technical research across pensions, investments, protection and estate planning.
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• Preparing cashflow modelling and retirement planning analysis.
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• Supporting annual review work and ongoing suitability requirements.
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• Researching products, tax-efficient planning opportunities and investment solutions.
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• Working closely with advisers, administrators and compliance to ensure outstanding client outcomes.
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• Attending client meetings when required to support advisers with technical discussions and financial planning presentations.
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This is a genuine technical paraplanning position where you'll have the opportunity to influence advice rather than simply process paperwork.

About You

We're looking for an experienced paraplanner who can demonstrate:

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• Level 4 Diploma in Regulated Financial Planning (essential).
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• Previous experience within an Independent Financial Adviser or Wealth Management firm.
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• Strong technical knowledge across pensions, investments, protection and taxation.
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• Excellent suitability report writing skills.
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• Experience with financial planning and research tools, including cashflow modelling software.
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• Outstanding attention to detail and a passion for delivering quality client outcomes.
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• Ambition to continue developing professionally, with support available towards Chartered status.
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Why Join?

This is a business that genuinely values its technical professionals. You'll join a collaborative team where your expertise is recognised, your ideas are welcomed and your development is actively encouraged.

Whether your ambition is to become a Senior Paraplanner, progress into management, compliance or ultimately move into financial advice, you'll find genuine long-term career opportunities here.

If you're looking for a role that offers interesting technical work, supportive colleagues, hybrid working and the chance to build a long-term career with an ambitious wealth management firm, we'd love to hear from you.

Please send CVs and contact details to Ryan for a confidential discussion about this role.