Are you a skilled Paraplanner ready to take the next step in your career?
Our client, a rapidly growing wealth management firm, is looking for an experienced and technically proficient Paraplanner to join a forward-thinking financial planning firm. This is a hybrid, full-time role in which you’ll play a vital part in ensuring high-quality, compliant advice is provided to clients across a wide range of financial areas.
Key Responsibilities
- Draft clear, accurate, and compliant suitability reports
- Conduct research into pensions, tax wrappers, funds, and protection products
- Liaise with product providers to gather key client and policy information
- Prepare materials for client meetings and complete post-meeting follow-up
- Carry out AML checks and maintain compliance standards
- Support continuous improvement of internal systems and processes
About You:
- Experience as a paraplanner in a financial planning firm
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
- Strong technical knowledge across pensions, investments, protection, and trusts
- Solid understanding of FCA regulations and suitability obligations
- Excellent report-writing skills and attention to detail
- Experience using financial planning tools (e.g., Intelligent Office, FE Analytics, CashCalc, Voyant)
- Experience in M&A environments (desirable)
- Knowledge of EIS, VCTs, BPR, and equity release (desirable)
- Exposure to high-net-worth clients and complex planning cases (desirable)
If you’re an experienced paraplanner looking for your next opportunity in a collaborative and growth-oriented environment, we’d love to hear from you.
Apply now by sending your CV.