Job Title:
Paraplanner
Description:
We are hiring for our client, a highly respected financial planning firm, who are seeking an experienced Paraplanner to join their growing team. This is a brilliant opportunity for a technically skilled professional who wants to work alongside Financial Planners to deliver bespoke advice and strategic planning support to a loyal and growing client base.
This Paraplanner role offers variety, real client-facing exposure, and strong professional development pathways within a high-quality financial planning environment.
Top 3 Things to Know About this Job:
1. Work closely with Financial Planners and attend client meetings
2. Strong technical focus across cashflow forecasting, research, and report writing
3. Hybrid flexibility, professional growth, and Chartered support
The Role:
* Support Financial Planners with all aspects of client servicing, planning, and review
* Attend client meetings and assist with technical queries
* Gather and maintain client data, including accurate compliance and documentation
* Prepare draft net worth statements, cash flow forecasts, and financial plans
* Conduct product research, platform analysis, and technical due diligence
* Write clear, accurate, and compliant suitability reports
* Liaise with providers and client advisers (legal/tax) as needed
* Support implementation of recommendations and assist in annual reviews
* Stay up to date with regulatory and market changes
* Participate in internal investment committee meetings and team collaboration
The Person:
* Minimum 2 years' experience in a Paraplanner role
* Diploma in Financial Planning (Level 4) - essential
* Strong technical knowledge of financial planning products and platforms
* Proficient in Microsoft Office and financial planning software (e.g. Voyant, Intelliflo)
* Analytical, detail-oriented, and confident with complex financial data
* Excellent communicator with strong written and interpersonal skills
* Able to manage own workload, prioritise effectively, and work independently
* Desire to achieve Chartered status and ongoing CPD compliance
The Rewards:
* Competitive salary (based on experience)
* Support with Chartered status and exam funding
* Hybrid working structure available
* Strong internal support team and collaborative culture
* Long-term progression and development opportunities