Paraplanner – Wealth Management

We are currently working with a highly reputable and well-established wealth management firm that is seeking a skilled Paraplanner to join their growing team. This is a fantastic opportunity for a diploma-qualified professional who is passionate about providing high-quality technical support and wants to progress in a forward-thinking, client-focused environment.

Key Responsibilities:

• Prepare detailed and compliant suitability reports across pensions, investments, and protection
• Conduct in-depth research and analysis to support client recommendations
• Collaborate closely with Financial Planners and Administrators to deliver a seamless client experience
• Maintain up-to-date knowledge of financial regulations and product developments
• Support ongoing client reviews and planning strategies

Requirements:

• Level 4 Diploma qualified (or working towards)
• Previous experience in a paraplanning role within an IFA or wealth management firm
• Strong understanding of financial planning products and services
• Excellent attention to detail and written communication skills
• A proactive and professional approach to work

What’s on Offer:

• Competitive salary and benefits package
• Clear career progression and support towards Chartered status
• Collaborative, down-to-earth team culture
• Exposure to a broad range of high-quality clients and complex planning scenarios