Job Description
A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals.
The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients.
Salary range: £40,000 - £60,000 depending on experience and technical depth
Clear progression to Junior Financial Planner with commission potential
This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6-12 months for the right individual.
The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning.
Key Responsibilities
- Producing comprehensive reports for advisers
- Drafting complex suitability letters using established templates
- Attending client and adviser meetings to gather information for report writing
- Conducting technical research and summarising findings clearly and concisely
- Presenting pros and cons of different providers in a commercially focused manner
- Performing cashflow modelling using FE
- Managing daily workflows via Simplan
- Supporting general administration related to financial advice delivery
Skills and Experience Required
- Experience as a Paraplanner
- Strong experience using FE for report writing and cashflow modelling
- Proven ability to draft complex suitability letters (including trusts, pension consolidation, tax-free withdrawals, IHT planning)
- Experience with whole-of-market research
- Ability to summarise complex technical information into concise, actionable bullet points
