Paraplanner

Paraplanner - Wealth Management

Hybrid Working£35,000 - £45,000 (DOE)

The Company

A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its collaborative and highly professional team.

The business provides tailored financial planning and investment advice to a wide-ranging client base, with a strong focus on long-term relationships and high-quality service.

The Role

This is a key position supporting Financial Planners in delivering compliant, accurate, and client-focused advice.

The role is predominantly office-based, offering strong team interaction and development opportunities.

Key Responsibilities

• Prepare detailed and compliant suitability reports
• Conduct technical research to support financial planning recommendations
• Analyse client fact finds and identify suitable solutions
• Support investment and pension planning strategies
• Undertake client portfolio reviews
• Carry out cashflow modelling
• Liaise with product providers and internal teams
• Respond to client and adviser queries effectively
• Ensure all work meets FCA and regulatory requirements

Requirements

• Previous experience as a Paraplanner within financial planning/wealth management
• Strong knowledge of pensions, investments, and financial products
• Experience producing suitability reports
• Good understanding of FCA regulations and compliance
• Working towards or holding Diploma in Financial Planning (preferred)
• Strong analytical and organisational skills

Benefits

• Competitive salary package
• Hybrid working
• Supportive team environment
• Ongoing professional development and study support
• Opportunity to work on complex and varied cases