Paraplanner

Hybrid (3 days office-based)

This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.

Working closely with Financial Planners, you’ll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives.

The Opportunity

You’ll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients.

This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients.

Key Responsibilities

• Analyse complex client information and translate findings into clear, practical financial planning recommendations.
• Produce high-quality suitability reports and supporting documentation.
• Conduct cashflow modelling, scenario testing, and financial forecasting.
• Research products, providers, and planning strategies to support client outcomes.
• Develop compliant recommendations aligned to client goals and regulatory requirements.
• Prepare technical documentation and reports to support Financial Planner meetings.
• Maintain exceptional standards of accuracy, technical quality, and regulatory compliance.

About You

To be considered, you’ll ideally have:

• Previous experience in a Paraplanning or technical financial planning position.
• Diploma in Regulated Financial Planning (or equivalent qualification).
• Strong technical knowledge across pensions, investments, protection, and UK tax planning.
• Experience producing suitability reports and recommendation documents.
• Knowledge of financial planning and cashflow modelling software.
• Excellent analytical and problem-solving abilities.
• Strong written communication skills with the ability to explain complex concepts clearly.
• A proactive approach with the ability to manage your own workload while working effectively as part of a wider team.

What’s on Offer

In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded.

Benefits include:

• Minimum 25 days annual leave plus bank holidays.
• Option to purchase up to 5 additional days holiday.
• Additional day off for your birthday.
• Hybrid working arrangement (3 days office-based).
• Employee Assistance Programme supporting mental, physical, and financial wellbeing.
• Fully funded professional qualifications and ongoing development.
• Competitive pension scheme.
• Access to a range of employee discounts and benefits.

If you’re a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I’d be keen to discuss the opportunity with you.