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We’re working with a dynamic, growing UK-based financial advisory firm with a strong reputation for delivering holistic, client-focused financial planning solutions. The firm has grown significantly, including through M&A activity, and continues to expand its reach and service proposition.
They foster a collaborative, forward-thinking culture and pride themselves on supporting staff with clear progression pathways and professional development.
The Opportunity
This is an excellent opportunity for an experienced, technically strong Paraplanner who wants to play a key role in delivering high-quality advice to clients. You’ll work closely with Financial Planners to prepare suitability reports, conduct in-depth technical research, support annual reviews, and ensure all advice meets the highest compliance standards.
You’ll cover the full market — pensions, investments, protection, estate planning — and be part of a supportive team that encourages fresh ideas and process improvements as the business grows.
Key Responsibilities:
* Draft clear, accurate, and compliant suitability reports and recommendation letters
* Support annual client reviews and prepare Annual Suitability Assessments in line with FCA rules
* Conduct technical research across investment funds, pension schemes, tax wrappers, protection, and estate planning
* Liaise with product providers for policy information and documentation
* Support Financial Planners with meeting preparation and follow-ups
* Carry out AML checks and maintain accurate client files to meet regulatory standards
* Collaborate closely with advisers, administrators, compliance, and investment managers
* Contribute to ongoing improvements in paraplanning processes and templates
About You:
* Minimum 3 years’ experience as a Paraplanner in a UK financial planning/advisory firm
* Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4)
* Broad technical knowledge across pensions, ISAs, bonds, trusts, and protection
* Proven ability to conduct AML checks and maintain FCA compliance standards
* Excellent report writing skills and high attention to detail
* Confident using financial planning software (e.g. Intelligent Office, Voyant, FE Analytics, CashCalc)
* Organised, proactive, and able to work independently and as part of a collaborative team
* Experience in firms undergoing M&A activity
* Familiarity with EIS, VCT, BPR, or equity release
* Exposure to HNW clients, CGT calculations, and complex planning cases
What’s on Offer:
* Competitive salary and discretionary bonus
* Flexible hybrid working
* Full study support for further professional qualifications
* 25 days holiday plus bank holidays (rising with service)
* Pension scheme and wellness support
* Involvement in developing systems and processes within a growing firm
* Genuine career progression opportunities in a supportive, collaborative environment
How to Apply:
If you’re an experienced Paraplanner ready to join a progressive, growing firm where your technical skills and ideas will be valued — we’d love to hear from you.
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