This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.
Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives.
The Opportunity
You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients.
This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients.
Key Responsibilities
Analyse complex client information and translate findings into clear, practical financial planning recommendations.
Produce high-quality suitability reports and supporting documentation.
Conduct cashflow modelling, scenario testing, and financial forecasting.
Research products, providers, and planning strategies to support client outcomes.
Develop compliant recommendations aligned to client goals and regulatory requirements.
Prepare technical documentation and reports to support Financial Planner meetings.
Maintain exceptional standards of accuracy, technical quality, and regulatory compliance.
About You
To be considered, you'll ideally have:
Previous experience in a Paraplanning or technical financial planning position.
Diploma in Regulated Financial Planning (or equivalent qualification).
Strong technical knowledge across pensions, investments, protection, and UK tax planning.
Experience producing suitability reports and recommendation documents.
Knowledge of financial planning and cashflow modelling software.
Excellent analytical and problem-solving abilities.
Strong written communication skills with the ability to explain complex concepts clearly.
A proactive approach with the ability to manage your own workload while working effectively as part of a wider team.
What's on Offer
In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded.
Benefits include:
Minimum 25 days annual leave plus bank holidays.
Option to purchase up to 5 additional days holiday.
Additional day off for your birthday.
Hybrid working arrangement (3 days office-based).
Employee Assistance Programme supporting mental, physical, and financial wellbeing.
Fully funded professional qualifications and ongoing development.
Competitive pension scheme.
Access to a range of employee discounts and benefits.If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you
Salary description
£35000.00 - £38000.00 per year