Paraplanner

Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you’ll play a key role in the financial planning process — from research and analysis to report writing and compliance. Key Responsibilities • Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies • Prepare and produce suitability reports and supporting documentation for financial advisers • Assist in the creation and review of financial plans, cashflow models, and risk assessments • Liaise with advisers to understand client objectives and recommend appropriate solutions • Ensure reports and advice meet compliance and regulatory standards • Keep up to date with legislative and product changes affecting financial planning • Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) • Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential • Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm • Strong technical knowledge across pensions, investments, tax wrappers, and protection products • Excellent attention to detail, organisational and communication skills • Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) • Comfortable working independently and collaboratively in a fast-paced environment What’s on Offer • Competitive salary discretionary bonus • Flexible working (hybrid or remote options depending on firm) • Continued study support toward Chartered status • A supportive, collaborative team environment • Exposure to high-net-worth and complex client cases