An established and growing wealth management firm is looking to expand its highly valued Paraplanning team with the addition of an experienced Paraplanner.
The firm provides tailored financial planning and investment advice to high-net-worth individuals and the employee benefits market. With over £420 million of assets under management and Chartered status, the business is committed to delivering the highest standards of professionalism, technical expertise and client service.
This is an excellent opportunity to join a forward-thinking organisation with ambitious growth plans, working closely with client-facing Financial Advisers to deliver high-quality, compliant financial planning solutions.
The Role:
As a Paraplanner, you will play a key role in supporting Financial Advisers throughout the advice process. You will be responsible for analysing client information, conducting detailed research and preparing clear, accurate and technically sound suitability reports.
You will ensure recommendations are tailored to each client's individual needs and objectives, while maintaining high standards of compliance, risk management and operational efficiency.
Key Responsibilities:
- Attend adviser debriefings and receive instructions following client meetings.
- Interpret and analyse client information gathered by Financial Advisers.
- Conduct detailed product, investment and pension research to identify suitable solutions.
- Use financial research tools to support recommendations and meet client objectives.
- Maintain clear records and supporting evidence of all research undertaken.
- Prepare detailed suitability reports, client-specific illustrations and key features documentation.
- Draft appropriate financial planning solutions based on individual client needs and circumstances.
- Prepare existing client files ahead of review meetings.
- Ensure client files remain accurate, up to date and compliant with regulatory requirements.
- Work in accordance with internal compliance procedures and business processes.
- Manage workloads effectively, prioritising tasks to meet agreed deadlines.
About You:
The successful candidate will ideally have:
- At least two years' experience working in a Paraplanning role within a financial planning organisation.
- A clear understanding of the financial planning process.
- Strong technical report-writing skills and the ability to produce detailed suitability reports.
- Good technical knowledge of investments and pension advice.
- The ability to work independently and achieve agreed outcomes with minimal supervision.
- Excellent organisational skills, with the ability to manage multiple cases and competing priorities.
- A good understanding of regulatory and compliance requirements.
- A proactive approach to workload management and supporting the wider Paraplanning team.
Qualifications:
- Level 4 Diploma in Financial Planning or equivalent.
- Strong technical knowledge of investments and pensions.
Personal Attributes:
- Self-motivated, driven and results-oriented.
- Positive attitude with a proactive approach to work.
- Well-organised, with strong planning and time-management skills.
- Reliable, professional and determined.
- Comfortable taking ownership and responsibility for their work.
- Keen to develop professionally and take on new challenges.
- A supportive team player with the ability to build strong working relationships.
Salary & Benefits:
- Competitive salary, dependent on experience and qualifications.
- 25 days' annual holiday.
- Four times salary Death in Service benefit.
- Employer pension contributions.
- Flexible working arrangements.
- Free on-site parking.
This is a fantastic opportunity for an experienced Paraplanner to join an established and growing wealth management business, where they can develop their career while playing an important role in delivering high-quality financial advice and supporting the continued success of the team.
