Full job descriptionBenefits: Hybrid working (3 days in office, 2 days from home following initial onboarding), Full study support towards professional qualifications, Private healthcare (following 6 months of service), Life assurance (4x salary after 2 years of service), Contributory pension scheme, Perkbox employee discount platform, Season ticket loan, Cycle to work scheme, Long-term service rewards and charitable giving scheme
About the CompanyAn established multi-disciplinary practice integrating accountancy, legal, and financial planning solutions for private clients and businesses. With a dedicated wealth management division servicing high-net-worth individuals, the firm pairs the resources of a full-service advisory practice with the collaborative culture of a boutique team.
Role SummaryIf you are seeking technical variety and autonomy, this role offers the chance to become the central technical paraplanner within a growing wealth management division. Supporting three financial planners and reporting directly to the Partner of Financial Services, you will handle complex high-net-worth cases. With three dedicated administrators managing back-office processing, you can focus on in-depth research, bespoke report writing, and strategic advice.
Key Responsibilities*Conduct comprehensive financial planning research and whole-of-market analysis using Intelliflo, giving you direct input into advice strategy and deepening your technical expertise across complex pensions and investments.
*Draft bespoke, technically sound suitability reports across retirement, estate planning, and tax-efficient investments, providing you with full file ownership and exposure to sophisticated client portfolios.
*Collaborate directly with three financial planners and the Partner of Financial Services on advice formulation, offering you high professional visibility and trusted advisory input from initial fact-find to review.
*Provide technical guidance and workflow support to three dedicated financial planning administrators, establishing yourself as the team’s technical reference point while sharpening your coaching abilities.
Requirements*Proven experience within a paraplanning role or as a senior technical administrator in an independent financial advisory or wealth management firm.
*Level 4 Diploma in Regulated Financial Planning (CII or equivalent), or actively studying towards completion.
*Strong working knowledge of pensions, investments, and tax planning, alongside confident suitability report writing skills.
*Experience using financial planning software, ideally Intelliflo Office, combined with clear and professional communication skills.


If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.
Related Job Titles: Senior Paraplanner, Chartered Paraplanner, Technical Paraplanner, Technical Specialist, Trainee Paraplanner
Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.