Paraplanner - Warwick

An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning.

Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region.

The Company

This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish.

Your Role

As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence.

Key Accountabilities:

Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:

Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.

Attractive Remuneration and Benefits:

Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory Services

The wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning.

Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.