Paraplanner

An exciting opportunity has emerged for a motivated and detail-driven Paraplanner to join a well-established and forward-thinking wealth management firm. This role is ideal for an experienced professional who is passionate about delivering first-class financial planning support while growing within a collaborative, client-focused environment.

As a pivotal part of the financial advice process, the successful candidate will work closely with Financial Advisers and Operations, contributing to bespoke advice through thorough analysis, research, and suitability reporting. This is an excellent opportunity for someone looking to join a values-led, professional environment with a strong compliance culture and commitment to continuous professional development.

• Supportive culture with a clear focus on career development and CPD

• Exposure to complex financial planning scenarios including investments, pensions, SIPPs, SSASs, and estate planning

• Use of leading industry tools such as Voyant, Dynamic Planner, FE Analytics, and Intelligent Office (IO)

• A forward-thinking firm that values integrity, compliance, and high-quality client outcomes

• A hybrid of research, technical report writing, and case prep – ideal for a Paraplanner seeking variety and challenge

• Competitive salary up to £50,000

• Opportunities for further training and professional qualifications

• Pension scheme, holiday allowance, and discretionary bonuses

• Inclusive and ethical workplace culture

• Access to cutting-edge technology and research platforms

• Interpret client data and meeting notes to build compliant financial recommendations

• Prepare Suitability Reports, illustrations, and recommendation packs

• Conduct in-depth product and market research using industry-standard tools

• Liaise with Advisers to ensure files are review-ready and compliant

• Ensure ongoing client file maintenance in line with regulatory standards

• Monitor Discretionary Fund Manager performance and support with project work

• Maintain robust knowledge of investment platforms, protection products, and estate planning solutions

• Experience in a Paraplanner role within a UK-based financial advice firm

• Strong technical knowledge across pensions, investments, and protection

• Proven ability to write compliant, personalised Suitability Reports

• Familiarity with compliance processes under the FCA

• Comfortable using Intelligent Office and financial planning tools such as Voyant and FE Analytics

This firm is committed to empowering its clients through financial clarity while upholding the highest standards of professionalism and ethical conduct. Paraplanners are seen as central to delivering an exceptional client experience, with plenty of opportunity to shape the future of financial planning services.

Ready to take the next step in your career?