Job Overview
We are seeking a motivated and detail-oriented Paraplanner to join our dynamic financial services team. In this vital role, you will support financial advisors by preparing comprehensive financial plans, conducting research, and ensuring all client documentation is accurate and compliant. Your proactive approach will help deliver exceptional service to clients while maintaining the highest standards of professionalism and integrity. This position offers an exciting opportunity to develop your expertise in financial planning within a collaborative and growth-focused environment.
Key Responsibilities
- Prepare clear, accurate and high-quality suitability reports.
- Undertake detailed research across pensions, investments, protection and retirement planning.
- Analyse existing client arrangements and provider information.
- Prepare financial planning recommendations for adviser review.
- Support pension consolidation, investment, drawdown and retirement planning cases.
- Produce cashflow modelling reports using Finn Calc
- Work closely with Financial Advisers to understand client objectives and proposed recommendations.
- Liaise with the Financial Planning Processor and administration team to ensure cases progress smoothly.
- Review information received through Letters of Authority and identify any further information required.
- Maintain accurate client records and case notes.
- Ensure all work meets internal compliance and regulatory standards.
- Support annual review work where technical input is required.
- Manage and prioritise your own report pipeline.
- Help identify opportunities to improve paraplanning processes and turnaround times.
- Contribute to the continued development of the Financial Planning department.
Experience & Qualifications
- Minimum 12 months’ paraplanning experience.
- Experience preparing suitability reports.
- Good working knowledge of pensions and investments.
- Strong research and analytical skills.
- Excellent written communication.
- Strong attention to detail.
- Ability to manage multiple cases and deadlines.
- Comfortable working closely with advisers and administration teams.
- Commitment to delivering excellent client outcomes.
- Level 4 Diploma in Financial Planning, or working towards completion.
- Experience with cashflow modelling.
- Experience with pension drawdown and retirement planning.
What We Are Looking For someone who
- Enjoys technical financial planning.
- Takes pride in producing high-quality work.
- Is organised, reliable and proactive.
- Can manage their own workload confidently.
- Communicates well with advisers and colleagues.
- Enjoys working as part of an office-based team.
- Wants to continue developing their technical knowledge.
- Is looking for a long-term career rather than simply their next role.
Salary & Benefits
- £30,000–£35,000 basic salary, depending on experience.
- 5% employer pension contribution.
- 5 weeks annual leave plus Bank Holidays.
- Annual salary review.
- Funded professional qualifications and ongoing CPD.
- Modern office environment and systems.
- Full administrative and processing support.
- Quarterly team social events.
- Career progression as the business continues to grow.
Career Development
As Voyage Financial Planning continues to expand, there will be opportunities to develop into areas such as:
- Senior Paraplanner.
- Technical leadership.
- Mentoring junior paraplanners and administrators.
- Supporting adviser development.
- Broader technical or compliance responsibilities where appropriate.
We are looking for someone who wants to become an important long-term member of the Voyage Financial Planning team and contribute to the continued growth and development of our Financial Planning proposition.
If you are an experienced Paraplanner looking for a supportive, office-based role where you can make a genuine impact within a growing independent firm, we would love to hear from you.
Pay: £30,000.00-£35,000.00 per year
Benefits:
Work Location: In person
