Paraplanner

Job Title: Diploma Qualified Paraplanner

Salary: £45,000 - £65,000 DOE

About the Company:

Our client is a well-established and highly respected independent financial planning business with a strong reputation for delivering advice to high-net-worth individuals and families. Backed by a larger national group whilst maintaining its entrepreneurial culture and autonomy, the business combines the resources of a larger organisation with the flexibility and personal approach of a boutique firm.

Known for its technical excellence, supportive environment and commitment to professional development, the firm offers exposure to complex financial planning cases and clear long-term career pathways.

Role Summary:

An opportunity has arisen for an experienced Diploma Qualified Paraplanner to join a highly technical and collaborative team supporting advisers with complex financial planning cases. Working closely with senior advisers and technical specialists, you will play a key role in delivering high-quality suitability reports, research and planning solutions for a high-net-worth client base.

This position offers significant exposure to sophisticated planning work, ongoing professional development support and clear progression opportunities into either senior technical roles or financial planning positions.

Key Responsibilities:

• Prepare detailed suitability reports and technical recommendations, developing expertise across complex financial planning scenarios


• Conduct research across pensions, investments, protection and tax planning strategies, supporting high-quality client outcomes


• Collaborate with advisers and administrators within a team-based service model, contributing to an efficient and client-focused service


• Review and analyse client information to support robust planning recommendations and regulatory compliance


• Assist with complex high-net-worth cases, enhancing your technical capability and professional development


• Support continuous improvement initiatives and contribute to the firm's evolving service proposition

Requirements:

• Diploma qualified in Financial Planning (or working towards completion)


• Strong paraplanning experience within an independent financial advice environment


• Experience producing suitability reports and technical research across core financial planning areas


• Strong understanding of pensions, investments, protection and tax planning


• Excellent analytical, communication and report-writing skills


• A proactive and collaborative approach with a desire to continue developing professionally

Benefits:

• Royal London pension scheme with 4% employer contribution


• Annual company bonus scheme (post-probation)


• Amber River Premier Bupa Health Cash Plan (post-probation)


• Life Assurance (£200,000)


• 25 days annual leave plus additional entitlement after long service


• Christmas shutdown period


• Employee Assistance Programme


• Digital GP and wellbeing support services


• Company-funded study support


• Cycle to Work Scheme

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, we may be working on something that hasn’t hit the market yet.

Related Job Titles:

Senior Paraplanner, Technical Paraplanner, Financial Planning Paraplanner, Wealth Planning Paraplanner, Financial Planning Analyst

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