Description
We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.
You will work within a cross-functional “Pod” alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.
This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well-structured advice environment.
Key Responsibilities
Case Ownership
Prepare detailed, compliant suitability reports tailored to individual client needs.
Take full ownership of cases from start to finish, ensuring accuracy and alignment with client objectives.
Manage complex workloads independently, prioritising tasks to meet deadlines.
Adviser Collaboration
Work closely with advisers to understand client goals and develop strategies.
Proactively gather outstanding information and documentation.
Contribute to technical discussions and best practice initiatives.
Technical Expertise
Research and analyse financial products, investments, pensions, and tax planning opportunities.
Prepare technical illustrations, projections, and recommendations.
Maintain up-to-date knowledge of legislation, FCA guidance, and market trends.
Client Interaction
Respond to client queries and clarify technical details post-meeting.
Attend client meetings when required to support advisers and explain recommendations.
Compliance & Quality
Ensure all work meets FCA standards and internal compliance requirements.
Review and sign off reports prepared by junior team members, providing feedback.
Keep documentation audit-ready and support compliance process improvements.
Process & Template Management
Update templates and tools in line with regulatory or product changes.
Suggest workflow improvements to enhance efficiency and consistency.
Leadership & Development
Mentor and coach junior paraplanners, providing technical guidance and training.
Where applicable, manage team performance and development.
Promote collaboration and continuous professional development within the team.
Additional Responsibilities
Work with compliance, operations, and investment teams to streamline advice processes.
Support audits and maintain risk awareness.
Champion effective use of financial planning software and data tools.
Skills, Knowledge and Expertise
Proven paraplanning experience is essential
Level 4 Diploma in Financial Planning (CII) or equivalent, or working towards it
Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified
Technical Expertise
Strong knowledge of retail investments, pensions, savings, and protection products
Solid understanding of suitability report requirements, structure, and regulatory expectations
Experience producing suitability reports, completing cashflow modelling, and conducting technical research
Communication and Collaboration
Clear and effective written and verbal communication skills
Confident dealing with stakeholders at all levels
Collaborative approach, with the ability to build relationships across internal teams and external partners
Systems and Tools
Proficient in Microsoft Office
Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform
Personal Attributes
Well organised, with strong attention to detail
Able to manage workload and prioritise effectively
Positive and adaptable, with a mindset open to change
Aligned to company values and culture, with a focus on continuous improvement
The base
You’ll be based at our Shrewsbury office, a well-established regional location that supports close collaboration and consistent client delivery. Set in a historic market town, the office offers a calm working environment with access to local amenities and strong regional connections.
The workspace is modern and well equipped, providing a professional setting that supports focus, efficiency, and teamwork.
We support a balanced approach to work and foster a culture where colleagues feel supported, connected, and able to perform at their best