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Paraplanner
Location: Buckinghamshire (On-Site)
About the Opportunity
An exciting opportunity has arisen to join a fast-growing, independent wealth management firm managing approximately £2 billion in assets under management. The business has experienced significant growth in recent years and continues to invest in its people, technology, and client proposition.
You'll be joining a collaborative and highly professional Financial Planning team where you'll play a key role in supporting Advisers to deliver outstanding advice and service to high-net-worth individuals, families, and business owners.
This is an excellent opportunity for someone looking to further develop their career within a modern, ambitious wealth management business that actively supports professional development.
The Role
Working closely with Financial Planners and the wider Client Services team, you will be responsible for producing high-quality suitability reports, conducting technical research, and helping to deliver tailored financial planning solutions.
Key responsibilities include:
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- Preparing suitability reports across pensions, investments, protection, and retirement planning.
- Conducting research into financial planning solutions and providers.
- Assisting Advisers in developing appropriate client recommendations.
- Performing cashflow modelling where appropriate.
- Reviewing existing client portfolios and identifying planning opportunities.
- Liaising with providers to obtain information and process technical queries.
- Ensuring advice documentation is accurate, compliant, and delivered within agreed timescales.
- Keeping up to date with industry developments, legislation, and regulatory changes.
- Supporting the wider Financial Planning team with technical expertise.
About You
We're looking for someone who enjoys the technical side of financial planning and is keen to continue developing their knowledge and qualifications.
Ideally you will have:
- Previous experience working as a Paraplanner within a Financial Planning or Wealth Management firm.
- Good knowledge of pensions, investments, ISAs, protection, and retirement planning.
- Experience preparing suitability reports and conducting technical research.
- Strong analytical skills and excellent attention to detail.
- Excellent written and verbal communication skills.
- A proactive and collaborative approach to work.
- Progress towards the Level 4 Diploma in Regulated Financial Planning is preferred, although applications are welcomed from individuals actively working towards the qualification. Candidates who have already achieved Level 4 are also encouraged to apply.
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What's on Offer
- Join a highly respected and growing wealth management business managing circa £2 billion AUM.
- Genuine opportunities for career progression as the business continues to expand.
- Support towards further professional qualifications and ongoing development.
- Collaborative, supportive, and technically strong team environment.
- Competitive salary and comprehensive benefits package.
- Hybrid working model.
- Opportunity to make a real impact within a growing business where your contribution is recognized.
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