Job Description
A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with personalised client service. The successful candidate will work closely with a team of expert advisers and support staff in a collaborative, professional environment where quality of advice, integrity, and client-centricity are paramount.
Starting salary up to £56,000 + Pension match 5% and hybrid working
We are looking for a detail-oriented Paraplanner to join their expanding team. This is a fantastic opportunity for a qualified professional seeking to advance their career in a well-structured, supportive, and client-centric environment.
The firm supports a diverse client base, including High Net Worth (HNW) individuals, and operates with a focus on integrity, collaboration, and delivering personalised financial advice.
Responsibilities:
- Prepare suitability reports, review reports, and technical documentation
- Work alongside financial advisers to develop holistic financial plans including cashflow modelling, investment analysis, and risk profiling.
- Conduct technical research on financial products, providers, and legislative updates.
- Liaise with product providers to gather necessary data and ensure a smooth client journey.
- Assist with annual reviews, portfolio summaries, and regulatory documentation.
- Support the wider paraplanning team and contribute to internal projects and process improvements.
Requirements:
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - Essential
- Working toward Chartered Financial Planner status - Preferred
- Paraplanning experience within an IFA or Wealth Management firm
- Strong understanding of financial advice processes, regulatory requirements, and client reporting
- Excellent attention to detail, report-writing, and problem-solving abilities
- Strong interpersonal and communication skills - able to build rapport with advisers and clients
Why Apply?
- Join an experienced team that values technical excellence and integrity
- Work across a wide range of client cases, including complex and HNW clients
- Progression opportunities and long-term career development
- A structured working environment with modern technology and strong processes
- Be part of a firm with a proven reputation in financial planning
