Senior Paraplanner

Recruit UK are supporting a well-established Wealth Management firm based in Dorset, with a growing presence across the UK. The business provides tailored financial advice to a broad client base, supported by experienced teams across advice, paraplanning, compliance and operations.

The firm has built a reputation for delivering high-quality financial planning and they're now focusing on improving processes and scaling their advice offering.

The Opportunity

This is a Senior Paraplanner position within a forward-thinking advisory firm, offering exposure to a wide range of client cases. You'll work closely with Financial Advisers across the full advice process, playing a key role in delivering detailed and compliant recommendations. You'll gain exposure to more complex cases, adding further variety to the role.

Key Responsibilities

• Undertake detailed research across pensions, investments, protection, tax and estate planning
• Analyse client circumstances, objectives and existing arrangements
• Prepare detailed suitability reports and recommendation letters
• Support Financial Advisers through the full advice process
• Use cashflow modelling tools to support client outcomes and recommendations
• Liaise with providers to obtain quotations, projections and technical information
• Ensure all work meets FCA standards and internal compliance requirements
• Prepare client meeting packs and technical documentation
• Contribute to improving internal processes and technical standards

Skills & Experience Required

• Minimum 3 years' experience in a Paraplanning role within a Financial Advice firm
• Level 4 Diploma qualified or working towards this
• Technical knowledge across pensions, investments and protection
• Good IT skills, including Excel, Word and PowerPoint
• Experience with research tools such as FE Analytics (desirable)
• Exposure to cashflow modelling software such as Voyant or CashCalc (desirable)

The Offer

• Salary up to £60,000 (DOE)
• Hybrid working (3 days in the office, 2 from home)
• Study support towards Chartered status
• Excellent progression pathways (Technical Specialist, Adviser or leadership)
• Exposure to complex client cases
• Opportunity to join a growing and evolving business

This is a chance to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed.

Get in touch today to find out more!