Paraplanner

Description
We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.

You will work within a cross-functional “Pod” alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.

This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well-structured advice environment.
Key Responsibilities
Case Ownership

Prepare detailed, compliant suitability reports tailored to individual client needs.

Take full ownership of cases from start to finish, ensuring accuracy and alignment with client objectives.

Manage complex workloads independently, prioritising tasks to meet deadlines.
Adviser Collaboration

Work closely with advisers to understand client goals and develop strategies.

Proactively gather outstanding information and documentation.

Contribute to technical discussions and best practice initiatives.
Technical Expertise

Research and analyse financial products, investments, pensions, and tax planning opportunities.

Prepare technical illustrations, projections, and recommendations.

Maintain up-to-date knowledge of legislation, FCA guidance, and market trends.
Client Interaction

Respond to client queries and clarify technical details post-meeting.

Attend client meetings when required to support advisers and explain recommendations.
Compliance & Quality

Ensure all work meets FCA standards and internal compliance requirements.

Review and sign off reports prepared by junior team members, providing feedback.

Keep documentation audit-ready and support compliance process improvements.
Process & Template Management

Update templates and tools in line with regulatory or product changes.

Suggest workflow improvements to enhance efficiency and consistency.
Leadership & Development

Mentor and coach junior paraplanners, providing technical guidance and training.

Where applicable, manage team performance and development.

Promote collaboration and continuous professional development within the team.
Additional Responsibilities

Work with compliance, operations, and investment teams to streamline advice processes.

Support audits and maintain risk awareness.

Champion effective use of financial planning software and data tools.

Skills, Knowledge and Expertise

Proven paraplanning experience is essential

Level 4 Diploma in Financial Planning (CII) or equivalent, or working towards it

Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified
Technical Expertise

Strong knowledge of retail investments, pensions, savings, and protection products

Solid understanding of suitability report requirements, structure, and regulatory expectations

Experience producing suitability reports, completing cashflow modelling, and conducting technical research
Communication and Collaboration

Clear and effective written and verbal communication skills

Confident dealing with stakeholders at all levels

Collaborative approach, with the ability to build relationships across internal teams and external partners
Systems and Tools

Proficient in Microsoft Office

Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform
Personal Attributes

Well organised, with strong attention to detail

Able to manage workload and prioritise effectively

Positive and adaptable, with a mindset open to change

Aligned to company values and culture, with a focus on continuous improvement

The base
You’ll be based at our Shrewsbury office, a well-established regional location that supports close collaboration and consistent client delivery. Set in a historic market town, the office offers a calm working environment with access to local amenities and strong regional connections.

The workspace is modern and well equipped, providing a professional setting that supports focus, efficiency, and teamwork.

We support a balanced approach to work and foster a culture where colleagues feel supported, connected, and able to perform at their best