Paraplanner - Hybrid Working

We are seeking a Paraplanner to join a forward-thinking, growing wealth management organisation with an international presence, now expanding its UK operations.

This is an excellent opportunity to work for an independent firm with a strong reputation in the industry, where you can develop your career and make a real impact by delivering high-quality financial planning support.

About the role

As a Technical Paraplanner, you will play a key role in supporting Wealth Planners to deliver holistic, client-focused financial advice. Key responsibilities include:

• Conducting thorough technical research across pensions, protection, investments, tax planning, and other financial planning areas to support strong client outcomes.
• Preparing client-centric suitability reports and technical documentation in line with regulatory requirements and internal compliance standards.
• Providing complex technical input to support the end-to-end advice process.
• Performing accurate calculations and modelling, including cash-flow analysis, to support tailored client recommendations.
• Drafting clear, compliant communications to ensure positive client outcomes.
• Acting as a technical reference point for complex queries within the paraplanning team.

About you

You will be considered for this role if you have:

• A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent).
• Strong experience working in a paraplanner capacity within a financial planning environment.
• Excellent technical knowledge across pensions, investments, protection, and taxation.
• Strong report-writing and communication skills.
• A proactive approach to research, problem-solving, and collaboration.
• A strong compliance focus, always acting in clients' best interests and aligned with regulatory standards.

What's on offer

• Competitive salary up to £55,000.
• Company benefits and hybrid working (3 days in the office, 2 days from home).
• Opportunity to work in a dynamic, growing team with a focus on technical excellence.
• Exposure to a broad range of financial planning areas and complex client cases.

This is a fantastic opportunity for a paraplanner to develop technical expertise, work on complex client cases and grow within a reputable, expanding organisation.