Hybrid (3 days office-based)
This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.
Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives.
The Opportunity
You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients.
This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients.
Key Responsibilities
* Analyse complex client information and translate findings into clear, practical financial planning recommendations.
* Produce high-quality suitability reports and supporting documentation.
* Conduct cashflow modelling, scenario testing, and financial forecasting.
* Research products, providers, and planning strategies to support client outcomes.
* Develop compliant recommendations aligned to client goals and regulatory requirements.
* Prepare technical documentation and reports to support Financial Planner meetings.
* Maintain exceptional standards of accuracy, technical quality, and regulatory compliance.
About You
To be considered, you'll ideally have:
* Previous experience in a Paraplanning or technical financial planning position.
* Diploma in Regulated Financial Planning (or equivalent qualification).
* Strong technical knowledge across pensions, investments, protection, and UK tax planning.
* Experience producing suitability reports and recommendation documents.
* Knowledge of financial planning and cashflow modelling software.
* Excellent analytical and problem‑solving abilities.
* Strong written communication skills with the ability to explain complex concepts clearly.
* A proactive approach with the ability to manage your own workload while working effectively as part of a wider team.
What's on Offer
In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded.
Benefits include:
* Minimum 25 days annual leave plus bank holidays.
* Option to purchase up to 5 additional days holiday.
* Additional day off for your birthday.
* Hybrid working arrangement (3 days office-based).
* Employee Assistance Programme supporting mental, physical, and financial wellbeing.
* Fully funded professional qualifications and ongoing development.
* Competitive pension scheme.
* Access to a range of employee discounts and benefits.
If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.
#J-18808-Ljbffr