Paraplanner

Paraplanner

Location: Hybrid/Flexible Working Available

Hours: Full-time, Monday to Friday

Salary: Competitive, dependent on experience

An established and growing Wealth Management business is seeking an experienced Paraplanner to join its support team. This is an excellent opportunity for a motivated individual looking to develop their career within a professional and client-focused financial planning environment.

The successful candidate will play a key role in supporting Financial Advisers by preparing suitability reports, processing new and existing business, and delivering high-quality technical support across a range of financial planning areas, including investments, pensions, trusts, and inheritance tax planning.

This role would suit someone who is working towards, or has already achieved, the Level 4 Diploma in Financial Planning and possesses strong technical knowledge alongside excellent communication and organisational skills.

Key Responsibilities

• Prepare high-quality suitability reports and recommendation documents.

• Process new and existing client business accurately and efficiently.

• Support Financial Advisers with technical research and administrative activities.

• Maintain and update client records and case management systems.

• Ensure all work is completed in line with FCA regulations, internal policies, and industry best practice.

• Conduct product and provider research where required.

• Liaise with clients, product providers, and other professional contacts.

• Utilise cashflow modelling tools to support financial planning recommendations.

• Prepare documentation for annual reviews and ongoing servicing requirements.

• Assist with pensions, investments, trusts, inheritance tax planning, protection, and other financial planning matters.

• Support compliance requirements, including anti-money laundering procedures.

• Contribute to project work and business improvement initiatives as required.

• Always act in the best interests of clients and uphold the highest professional standards.

Candidate Requirements

• Previous experience within a Paraplanning or Financial Planning support role.

• Strong understanding of pensions, investments, trusts, and inheritance tax planning.

• Proficiency in Microsoft Office, particularly Word and Excel.

• Professional, confident, and client-focused approach.

Desirable

• Level 4 Diploma in Financial Planning or actively working towards qualification.

• Experience with cashflow modelling software.

• Knowledge of protection and equity release products.

• Experience using financial planning and back-office systems.

Benefits

The successful candidate will benefit from a comprehensive reward and benefits package, including:

• Competitive salary with regular salary reviews

• Generous holiday entitlement plus bank holidays

• Flexible and hybrid working arrangements

• Pension scheme with salary sacrifice option

• Life assurance

• Income protection

• Optional health and dental insurance

• Employee Assistance Programme

• Professional membership fees paid

• Study support and study leave

• Personal learning and development plans

• Structured career development opportunities

• Employee referral scheme

• Long service awards

• Employee recognition programmes

• Discounted professional services

• Eye care contributions and flu vaccination support

• Social events throughout the year For more details, please apply below where I'll share full details about the company, salary, and benefits package.