Our client, a highly regarded, Chartered and independently owned wealth planning firm with a strong presence across the South-East, is seeking an experienced Paraplanner to join its growing team.
Managing significant assets and with a long-standing reputation for delivering high-quality financial planning, the firm prides itself on building lasting client relationships — many spanning over two decades. Their client base includes HNW individuals, families, retirees, accumulators, and SME owners.
The business offers a fully holistic, whole-of-market service across pensions, investments, tax planning, retirement planning and cashflow modelling. Their Chartered status and industry recognition underline a clear commitment to technical excellence and best practice.
The Opportunity
This role offers the chance to become an integral part of a well-supported and collaborative advice team, providing technical support to Financial Planners.
As a Paraplanner, you’ll be heavily involved in the preparation and structuring of advice, ensuring recommendations are both technically sound and clearly communicated. The firm places a strong emphasis on development, offering support towards further qualifications and clear long-term career progression.
Paraplanner Responsibilities
*Producing clear, compliant, and tailored suitability reports
*• Carrying out detailed research across pensions, investments and tax planning solutions
*• Supporting advisers with cashflow modelling and financial planning analysis
*• Managing provider and third-party interactions to ensure smooth implementation
*• Contributing to an efficient and high-quality end-to-end client process
About You
*An experienced Paraplanner with experience in an independent or whole-of-market environment
*• Technically strong across core areas of financial planning
*• Level 4 Diploma qualified, with progression towards Chartered desirable
*• Strong attention to detail with the ability to produce high-quality written work
*• A team player who enjoys working closely with advisers and support staff
What’s on Offer
*Salary to £65,000
*Discretionary bonus scheme
*• Company pension
*• Death in Service
*• Income Protection
*• Medical Cash Plan
*• 25 days holiday plus bank holidays
*• Hybrid working
This is a rare and excellent opportunity for a Paraplanner looking to join a forward-thinking, growing firm where they can add real value and continue to develop their career long-term.
If this role is of interest, please send your CV to Harry at Financial Divisions