Full job descriptionDiploma Qualified Paraplanner – Wealth Management – Occasional Office Attendance
Location: Amersham, Buckinghamshire (Predominantly Remote with Occasional Office Attendance)
Salary: Up to £50,000 + Bonus & Excellent Benefits
Benefits: Private Medical Insurance, Wellness Days, Social Events & More
Hours: Full-Time
A highly regarded and growing financial planning firm based near Amersham, Buckinghamshire, is seeking an experienced, fully Diploma-qualified Paraplanner to join its technical team.
This is a predominantly remote position, offering excellent flexibility, with occasional attendance at the Buckinghamshire office for team meetings, collaboration sessions and client-related activities.
What’s on Offer?
*Predominantly remote working
*Salary up to £50,000 depending on experience
*Performance-related bonus
*Private medical insurance
*Wellness days and regular social events
*Supportive, collaborative and professional team culture
*Ongoing professional development and career progression
*Opportunity to work closely with Financial Planners and clients
*Involvement in strategic business initiatives, including participation in the firm’s Investment Committee
*The chance to make a meaningful contribution within a growing, client-focused business
The Role
As a Paraplanner, you will provide technical expertise and comprehensive support to Financial Planners throughout the advice process, helping to deliver exceptional outcomes for clients.
Key responsibilities include:
*Attending client meetings alongside Financial Planners to provide technical support
*Assisting with the preparation and delivery of client meetings
*Gathering and analysing client financial information
*Producing cashflow planning models and financial analysis
*Conducting technical research across financial planning solutions and products
*Preparing high-quality suitability reports and financial planning recommendations
*Providing technical support throughout the advice process
*Liaising with providers and other third parties
*Managing client cases through to successful completion
*Monitoring and managing annual client review processes
*Supporting client presentations and financial planning activities
*Managing your own workflow to ensure deadlines are met
*Assisting with annual technical reviews of services and investment solutions
*Contributing as an active member of the firm’s Investment Committee
*Ensuring all work complies with FCA regulations and internal compliance standards
About You
To be successful in this role, you will have:
*Fully Diploma qualified (Level 4 DipPFS or equivalent)
*A minimum of 5 years’ experience in a Paraplanning or similar technical financial planning role
*Strong experience within an IFA, Financial Planning or Wealth Management environment
*Excellent technical knowledge across pensions, investments, protection and tax planning
*Proven experience producing high-quality suitability reports and undertaking technical research
*Experience using cashflow modelling software
*Excellent analytical and problem-solving skills
*Outstanding written and verbal communication skills
*Strong organisational skills with exceptional attention to detail
*The ability to build effective relationships with clients, advisers and providers
*Self-motivated with the ability to work independently in a remote environment
Apply Today
This is an excellent opportunity for an experienced and technically strong Paraplanner looking to join a forward-thinking financial planning firm that genuinely values technical excellence, professional development and delivering outstanding client outcomes.