Paraplanner

A growing and well-established wealth management practice based in Kelham Island is looking to appoint an experienced Paraplanner to join their collaborative team.

This is not a corporate environment. Instead, you’ll be joining a professional, close-knit firm where your technical expertise is valued, your input matters, and flexibility is genuinely offered.

This is a technical paraplanning position supporting Financial Advisers across a broad range of client cases. You’ll play a key role in delivering compliant, high-quality financial planning solutions.

Key responsibilities include:

* Analysing client fact-finds and financial information

* Researching pensions, investments, ISAs, bonds and protection products

* Preparing detailed suitability reports and recommendation letters

* Pension analysis, drawdown comparisons and retirement planning modelling

* Supporting more complex cases including pension transfers and inheritance tax planning

* Ensuring all work meets FCA and internal compliance standards

* Maintaining accurate, audit-ready client files

About You

We’re looking for an experienced paraplanner who:

* Has 3+ years’ experience within a financial planning environment

* Possesses strong technical knowledge across pensions and investments

* Is confident producing high-quality suitability reports

* Has a strong understanding of FCA regulations and compliance requirements

* Works methodically with excellent attention to detail

* Is comfortable managing multiple cases and deadlines

What’s on Offer

* Full support with study costs towards Chartered status

* Genuine flexibility in the role

* Structured progression within a growing practice

* A modern, technology-driven environment

* Supportive and professional team culture

This role would suit a career paraplanner who enjoys the technical side of financial planning and wants to be part of a firm where quality and professionalism come first without the rigidity of a large corporate structure