Paraplanner - Wealth Management

£30,000 + Benefits

Are you an Paraplanner with a passion for delivering exceptional client support? If you're seeking a professional yet friendly environment where your skills will be valued and developed, offering genuinely exciting career progression, this could be the role for you.

We're recruiting on behalf of a highly respected Wealth Management firm for a talented Paraplanner to join their growing team.

This is a fantastic opportunity to be part of a business that prides itself on client care, technical excellence and a collaborative culture.

As a Paraplanner, you'll play a pivotal role in supporting Advisers and Partners, helping to deliver tailored financial planning solutions across investment, retirement, tax and estate planning.



Key Responsibilities

• Analysing client requirements, building cash flow models, and recording data accurately.


• Researching and evaluating financial products to create bespoke solutions.


• Preparing suitability reports, review packs, and client documentation.


• Attending client meetings and handling queries with professionalism and discretion.


• Liaising with colleagues to ensure application forms, reports, and client files are prepared to the highest standard.


• Supporting and mentoring junior team members where required.

Skills & Experience

• Experienced in paraplanning within an IFA or wealth management environment.


• An interest in working towards a Diploma Level 4 PFS qualification, if not already achieved


• Some technical knowledge across pensions, investments and estate planning.


• Skilled in cashflow modelling tools (e.g.
  
  Voyant) and confident producing suitability reports.


• Highly organised, numerate, and an excellent communicator with strong client-facing skills.


• Calm under pressure, a team player, and enthusiastic about helping clients achieve their financial goals.

This is a fantastic opportunity to join a respected, forward-thinking Wealth Management practice, where you'll enjoy a supportive team environment with ongoing development and training, a competitive salary and benefits package and exposure to high-quality clients and complex financial planning cases.

If you're ready to bring your ambition, drive and client focus to a firm where your contribution will be genuinely valued, we'd love to hear from you.

Apply now!