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!