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.
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.
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Analyse complex client information and translate findings into clear, practical financial planning recommendations.
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Produce high-quality suitability reports and supporting documentation.
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Conduct cashflow modelling, scenario testing, and financial forecasting.
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Research products, providers, and planning strategies to support client outcomes.
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Develop compliant recommendations aligned to client goals and regulatory requirements.
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Prepare technical documentation and reports to support Financial Planner meetings.
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Maintain exceptional standards of accuracy, technical quality, and regulatory compliance.
To be considered, you'll ideally have:
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Previous experience in a Paraplanning or technical financial planning position.
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Diploma in Regulated Financial Planning (or equivalent qualification).
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Strong technical knowledge across pensions, investments, protection, and UK tax planning.
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Experience producing suitability reports and recommendation documents.
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Knowledge of financial planning and cashflow modelling software.
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Excellent analytical and problem-solving abilities.
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Strong written communication skills with the ability to explain complex concepts clearly.
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A proactive approach with the ability to manage your own workload while working effectively as part of a wider team.
In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded.
Benefits include:
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Minimum 25 days annual leave plus bank holidays.
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Option to purchase up to 5 additional days holiday.
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Additional day off for your birthday.
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Hybrid working arrangement (3 days office-based).
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Employee Assistance Programme supporting mental, physical, and financial wellbeing.
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Fully funded professional qualifications and ongoing development.
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Competitive pension scheme.
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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.
