Job description
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? This is an exciting opportunity to join a forward-thinking wealth management firm where your technical expertise will directly support Advisers in helping clients achieve their financial goals.
As a Paraplanner, you'll play a key role in analysing client objectives and crafting tailored financial solutions that align with their needs. You'll be part of a collaborative, professional team that values precision, integrity and personal development.
The opportunity
You'll support Financial Planners and Advisers with the development of comprehensive financial plans and suitability reports. From analysing client objectives to liaising with administration teams, your work will ensure advice is accurate, timely and compliant.
Key responsibilities
1. Collaborate closely with Advisers to create well-reasoned, compliant financial plans
2. Analyse client needs and build appropriate recommendations across a range of financial planning scenarios
3. Draft robust suitability reports and technical documentation
4. Ensure the smooth progression of new and existing business cases
5. Work with admin support to maintain high workflow standards and hit key deadlines
6. Stay up to date with regulatory requirements and ensure full compliance with internal processes
7. Contribute to a culture of conduct risk awareness and ethical advice standards
What you'll bring
Essential:
8. CII level 4 diploma in regulated financial planning (or equivalent)
9. Proven experience in a paraplanning role within financial services
10. Strong written and verbal communication skills
11. High level of accuracy and attention to detail
12. Ability to prioritise and meet deadlines in a fast-paced environment
Desirable:
13. Working towards CII level 6 or Chartered status
What's in it for you:
14. Join a progressive, high-performing team committed to professional excellence
15. Access ongoing coaching and development from supportive leadership
16. Work with talented colleagues in a collaborative, inclusive environment
17. Make a meaningful impact on clients' lives through trusted financial advice
18. Enjoy flexibility and a hybrid working structure that respects work-life balance
If you're ready to take the next step in your paraplanning career and thrive in a professional and values-driven environment, we'd love to hear from you.
Apply today or