Paraplanner

If you’re an experienced paraplanner who thrives on technical depth, collaborative working and delivering a genuinely high standard of client care, this opportunity offers both challenge and progression within an organisation that values professionalism, integrity and continuous improvement.

You will be working for an expanding and ambitious business, who is well known and well respected.  

This is a paraplanner role for someone who takes pride in precision, someone who understands that great advice is only possible when the technical foundations are robust, compliant and thoughtfully crafted. This is the perfect role for someone that is passionate about paraplanning!

The Opportunity

You’ll work closely with Financial Planners, the Head of Paraplanning and the wider operations team, acting as a trusted technical partner across research, report writing, suitability, and client servicing. Your work will directly shape client outcomes, adviser confidence and the continued growth of the paraplanning function.

It’s a paraplanner role suited to a calm, detail-driven professional who enjoys complexity, handles competing priorities with ease, and brings a positive, “let’s make this better” mindset to every project.

What You’ll Be Doing

Technical Research & Advice Support

• Collaborating with advisers pre- and post-meeting to understand client needs and implement agreed actions
• Conducting in-depth analytical research on existing arrangements, products and solutions
• Preparing detailed recommendation reports, investment strategies and cashflow modelling
• Reviewing and commenting on discretionary fund manager performance
• Acting as a technical resource for advisers, helping ensure high-quality, suitable client outcomes

Client Service & Relationship Management

• Producing clear, compliant Suitability Reports across pensions (including DB), investments, protection, mortgages and more
• Identifying additional opportunities or issues during research and ensuring these are addressed
• Planning and preparing DM and MiFID II-aligned annual reviews
• Adding value by anticipating needs and addressing peripheral considerations

• Ensuring all client files remain accurate, compliant and up-to-date
• Delivering efficient ongoing servicing with regular updates to clients and advisers
• Building strong working relationships with policyholders, partners, providers, introducers and external DFMs

General Responsibilities

• Managing a busy workload autonomously, meeting strict deadlines and prioritising adviser demands
• Maintaining up-to-date knowledge of legislation and financial services best practice
• Supporting wider team projects and contributing to continuous improvement
• Undertaking CPD to maintain and enhance technical expertise

Skills & Experience We’re Looking For

• Minimum QCA Level 4 qualified
• At least 5 years’ experience in financial services, with 3 years in paraplanning
• Strong technical knowledge across tax-efficient investments (BR/EIS/VCT), offshore bonds and complex structures
• Experience working with HNW clients and multiple portfolios
• Excellent Excel capability, including advanced data analysis
• Experience analysing multi-entity, multi-currency cashflows
• Confident in using back-office systems (ideally Intelliflo) and research tools (FE Analytics, Selectapension, Dynamic Planner)
• Highly organised, calm under pressure and able to deliver high-quality work to tight deadlines
• A positive, proactive attitude with strong problem-solving skills and sound judgement
• Reliable, discreet and able to build strong internal and external relationships

Why This Role Matters

You’ll be joining a prestigious wealth management business that is continuing to grow – a place where people are encouraged to contribute, challenge, recommend and improve. Your voice will be listened to. Your expertise will be valued. Your work will have real impact across the adviser team and the clients they serve.

If you’re a technically strong paraplanner who wants to be part of a collaborative, forward-thinking financial planning environment, this could be your next step – give us a call today…