Paraplanner

Senior Paraplanner – Technical Planning Hybrid / Sawbridgeworth Competitive salary and a comprehensive benefits package including exam support Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients. Overview A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey. Paraplanner Role: As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice. Paraplanner Key Responsibilities: • Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning • Prepare high-quality suitability reports in line with regulatory and internal standards • Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies • Liaise with product providers and internal stakeholders to gather accurate information • Keep up to date with industry trends, legislation changes, and technical knowledge Paraplanner Requirements: • Minimum 3 years’ experience as a Paraplanner within a Wealth Management or Financial Planning environment • Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable • Strong technical knowledge of pensions, investments, tax, and estate planning • Excellent written communication and analytical skills • High attention to detail, with the ability to manage multiple cases and deadlines • Proficient in financial planning software What’s On Offer: • Competitive negotiable salary (commensurate with experience) • Annual performance bonus • Flexible/hybrid working options • 25 days holiday + bank holidays (increasing with service) • Professional development support, including exam sponsorship and study leave • Pension • Death in Service • Private Medical