Be the Strategic Backbone Behind Financial Planning Excellence
This is an exciting opportunity for an experienced Paraplanner ready to step into a senior, hands-on technical management role within a highly respected Chartered Wealth Management firm. The business is known for its integrity-led approach, family-centric values, and exceptional standard of client care. With strong succession planning and clear growth ambitions, this is a standout opportunity for a detail-driven professional who thrives on precision, mentorship, and collaboration.
Company Overview
Operating at Chartered status and independently owned, the firm combines traditional values with modern practices. The team works closely with clients to provide holistic financial planning across pensions, investments, tax planning, and estate strategies. Known for cultivating a warm, respectful culture, this is a firm where voices are heard, and careers are nurtured.
Responsibilities
* Lead and manage the Paraplanning function, including internal staff and external paraplanning providers.
* Provide technical and research support to Financial Planners, ensuring high-quality advice delivery.
* Prepare detailed cashflow models and financial reports tailored to client objectives.
* Write bespoke Suitability Letters and ensure all regulatory documentation is included.
* Ensure paraplanning output meets the firm’s compliance and quality standards.
* Liaise with third-party providers to gather accurate financial data and conduct product research.
* Assist in investment committee activities and generate client portfolio analyses.
* Coordinate implementation of agreed investment strategies and track ISA usage.
* Stay updated with regulatory changes and support continuous professional development across the team.
Requirements
* Diploma in Financial Planning (DipPFS or equivalent) – Level 6 qualification (Chartered status or studying towards) highly desirable.
* Strong knowledge of FCA regulations and financial planning principles.
* Demonstrable experience as a senior paraplanner or technical manager in a financial planning environment.
* Excellent written communication and analytical skills with attention to detail.
* Strong IT proficiency, particularly in cashflow modelling and Excel.
* Effective interpersonal skills and the ability to lead and mentor others.
Benefits
* Competitive salary: Up to £50,000
* Generous holiday allowance
* Company pension scheme
* Funded qualifications and CPD support
* Collaborative and inclusive team culture
* Career progression within a growing firm
How to Apply
If you are a proactive, technically skilled paraplanner with leadership aspirations and a client-first mindset, apply today to become part of a firm that values your expertise and encourages your professional journey.
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