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About the Role An established and growing wealth management firm is seeking a talented Paraplanner to join its friendly and professional team. Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning solutions to a broad client base including high-net-worth individuals, business owners, and retirees. This is an excellent opportunity for an experienced Paraplanner looking to develop their technical expertise within a supportive and client-focused environment. Key Responsibilities Prepare suitability reports, recommendations, and financial planning documentation.
Conduct detailed research across pensions, investments, protection, and retirement planning products.
Analyse existing client arrangements and identify planning opportunities.
Assist Advisers in developing bespoke financial strategies for clients.
Ensure all recommendations comply with regulatory and company standards.
Liaise with providers, clients, and internal administration teams.
Maintain accurate client records and support ongoing reviews. About You Previous experience in a Paraplanning role within financial services.
Strong knowledge of pensions, investments, and financial planning products.
Diploma in Regulated Financial Planning (or working towards).
Excellent analytical and report-writing skills.
High attention to detail and strong organisational abilities.
Experience using financial planning and provider platforms. What's on Offer? Competitive salary and annual bonus.
Hybrid working flexibility.
Full support towards further professional qualifications.
Clear progression opportunities within a growing business.
Generous holiday allowance and company pension scheme.
Supportive and collaborative team culture.If you're a technically strong Paraplanner looking to join a forward-thinking financial planning firm where your expertise is valued and career progression is encouraged, we'd love to hear from you. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Conduct detailed research across pensions, investments, protection, and retirement planning products.
Analyse existing client arrangements and identify planning opportunities.
Assist Advisers in developing bespoke financial strategies for clients.
Ensure all recommendations comply with regulatory and company standards.
Liaise with providers, clients, and internal administration teams.
Maintain accurate client records and support ongoing reviews. About You Previous experience in a Paraplanning role within financial services.
Strong knowledge of pensions, investments, and financial planning products.
Diploma in Regulated Financial Planning (or working towards).
Excellent analytical and report-writing skills.
High attention to detail and strong organisational abilities.
Experience using financial planning and provider platforms. What's on Offer? Competitive salary and annual bonus.
Hybrid working flexibility.
Full support towards further professional qualifications.
Clear progression opportunities within a growing business.
Generous holiday allowance and company pension scheme.
Supportive and collaborative team culture.If you're a technically strong Paraplanner looking to join a forward-thinking financial planning firm where your expertise is valued and career progression is encouraged, we'd love to hear from you. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Vacancy posted 5 days ago
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