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

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

Candidate Requirements

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

Desirable

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

Benefits

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

• Competitive salary with regular salary reviews
• Generous holiday entitlement plus bank holidays
• Flexible and hybrid working arrangements
• Pension scheme with salary sacrifice option
• Life assurance
• Income protection
• Optional health and dental insurance
• Employee Assistance Programme
• Professional membership fees paid
• Study support and study leave
• Personal learning and development plans
• Structured career development opportunities
• Employee referral scheme
• Long service awards
• Employee recognition programmes
• Discounted professional services
• Eye care contributions and flu vaccination support
• Social events throughout the year

For more details, please apply below where I'll share full details about the company, salary, and benefits package.