Full job descriptionRecruit UK are supporting a well-established Wealth Management firm based in Dorset, with a growing presence across the UK. The business provides tailored financial advice to a broad client base, supported by experienced teams across advice, paraplanning, compliance and operations.


The firm has built a reputation for delivering high-quality financial planning and they’re now focusing on improving processes and scaling their advice offering.






The Opportunity
This is a Paraplanner position within a forward-thinking advisory firm, offering exposure to a wide range of client cases. You’ll work closely with Financial Advisers across the full advice process, playing a key role in delivering detailed and compliant recommendations. You’ll gain exposure to more complex cases, adding further variety to the role.


Key Responsibilities
*Undertake detailed research across pensions, investments, protection, tax and estate planning
*Analyse client circumstances, objectives and existing arrangements
*Prepare detailed suitability reports and recommendation letters
*Support Financial Advisers through the full advice process
*Use cashflow modelling tools to support client outcomes and recommendations
*Liaise with providers to obtain quotations, projections and technical information
*Ensure all work meets FCA standards and internal compliance requirements
*Prepare client meeting packs and technical documentation
*Contribute to improving internal processes and technical standards


Skills & Experience Required
*2 years’ experience in a Paraplanning role within a Financial Advice firm
*Level 4 Diploma qualified or working towards this
*Technical knowledge across pensions, investments and protection
*Good IT skills, including Excel, Word and PowerPoint
*Experience with research tools such as FE Analytics (desirable)
*Exposure to cashflow modelling software such as Voyant or CashCalc (desirable)


The Offer
*Salary up to £45,000 (DOE)
*Hybrid working (3 days in the office, 2 from home)
*Study support towards Chartered status
*Excellent progression pathways (Technical Specialist, Adviser or leadership)
*Exposure to complex client cases
*Opportunity to join a growing and evolving business


This is a chance to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed.


Get in touch today to find out more!