Full job descriptionI’m currently working with a highly regarded independent financial planning firm that is looking to add an experienced Paraplanner to its growing team.
This is an excellent opportunity to join a well-established, client-focused business supporting a top-performing Financial Adviser who works with a sophisticated HNW/UHNW client base across pensions, investments, protection and holistic financial planning.
What makes this role stand out?
Work closely with a highly successful adviser and become a genuine extension of their practice
Join a collaborative, high-performing team that values quality over quantity
Exposure to complex financial planning cases and affluent clients
Strong culture of professional development and career progression
Hybrid working and flexibility
The role will involve:
• Preparing high-quality suitability reports and technical recommendations
• Conducting research across pensions, investments and protection
• Supporting advisers with pre and post-review work
• Liaising with clients and providers to ensure an exceptional client experience
• Managing cases through to completion while maintaining excellent attention to detail
• Ensuring all work meets FCA and compliance standards
What I’m looking for:
• Previous Paraplanning experience within a financial planning or wealth management environment
• Level 4 Diploma qualified or close to completion
• Strong report writing and technical research skills
• Excellent communication and organisational abilities
• A genuine passion for delivering great client outcomes
This role would suit a paraplanner who enjoys being heavily involved in the advice process and wants to work alongside a highly successful adviser within a respected independent firm.
If you’d like a confidential conversation, please get in touch directly.
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