Deans Wealth Management has a clear purpose - delivering financial freedom and level 10 confidence to our clients, helping them to live their ideal life, for the reasons most important to them. We achieve this through our Values Based Financial Planning process - uncovering what truly matters to clients, creating their Financial Road Map, and providing regulated lifetime financial planning with expertise far beyond the industry norm. We deliver specialist advice with care and commitment.
If this resonates with you, we'd love you to join us. We have a rewarding career opportunity at our Stafford office for a Paraplanner.
As a Paraplanner, you will play a key role in turning financial strategies into clear, compliant, client-focused solutions. Working alongside advisers and client service managers, you will support our unique approach to financial planning, helping clients at pivotal life moments. You'll research, analyse, and prepare high-quality reports across areas such as lifetime financial planning including investment and pension portfolios, cashflow forecasting, trust and estate planning, pensions on divorce, and protection.
Key Responsibilities
* Preparing detailed, compliant, and client-friendly financial planning reports and suitability letters.
* Conducting product and provider research across pensions, investments, protection, and tax planning.
* Supporting the delivery of lifetime financial planning, including cashflow modelling and Financial Road Maps.
* Assisting in trust planning, investment strategies, and pension sharing cases.
* Collaborating with advisers, administrators and Client Service Managers to ensure a seamless client journey.
* Upholding compliance standards and contributing to best practice across the firm.
About You
We're looking for someone who:
* Has experience as a Paraplanner within financial planning or wealth management.
* Holds (or is working towards) the Diploma in Regulated Financial Planning (DipPFS).
* Possesses strong technical knowledge across pensions, investments, protection, trusts, and tax planning.
* Has excellent analytical and report-writing skills, with a sharp eye for detail.
* Shares our values of care, soul, and helping clients and colleagues live their ideal life.
What We Offer
* Competitive salary, based on experience and qualifications.
* Pension with increasing contributions based on length of service. Death in Service and Private Medical Insurance after 12 months service.
* Professional development support, including exam sponsorship.
* Exposure to specialist planning areas beyond the typical paraplanner role.
* 25 days holiday per year, plus bank holidays and Christmas closure
* A supportive, values-driven culture where your input truly makes a difference.
* A modern office in Stafford with great transport links – and a fantastic team
How to Apply
If you are interested in this opportunity, please apply via email to Kathy Marshall at no later than 3rd October 2025.
Please note that we place a great deal of importance on the security and privacy of all personal information in our possession and in the course of your application we will provide you with our Applicant Privacy Notice for your consent to manage and retain your data as stated in the Applicant Privacy Notice.
No agency phone calls or email enquiries.
We are an equal opportunities employer and welcome applications from any individual regardless of their sex, marital or civil partnership status, sexual orientation, pregnancy and maternity, gender reassignment, race, colour, ethnic or national origins, religion or belief, disability or age. All applications will be considered on merit.
Job Type: Permanent
Pay: £35,000.00-£50,000.00 per year
Benefits:
* Company pension
* On-site parking
Experience:
* Paraplanning: 1 year (required)
Work authorisation:
* United Kingdom (required)
Work Location: In person