Paraplanner

Technical Paraplanner Location: Chew Valley (Office-Based) Salary: Competitive Hours: Monday–Thursday 8:45am–5:00pm (Friday: 8:45am–12:45pm) Transport: Own transport essential due to location About the Role We are seeking an experienced Technical Paraplanner to join a highly respected, independent financial planning firm. This is a key hire within the business, replacing a senior paraplanner who has been promoted, alongside another team member who is approaching retirement, making this an excellent opportunity for a long-term career move within a stable and well-established environment. This is a genuinely technical, hands-on paraplanning role within a holistic, whole-of-market advisory firm that places strong emphasis on quality advice and in-depth research. Unlike many larger organisations, the business does not rely on templated reports or outsourced investment solutions, instead maintaining full control over advice quality and investment decisions across a wide range of platforms. Key Responsibilities • Provide high-level technical paraplanning support to financial advisers • Prepare detailed suitability reports and complex financial planning recommendations • Conduct in-depth research across multiple platforms and product providers • Support advisers with pre-sale case preparation and technical analysis • Assist with pension transfer analysis and pre-approval work where applicable • Liaise with providers and platforms to obtain and interpret technical information • Ensure all advice is compliant, accurate, and tailored to individual client needs • Work collaboratively with advisers to deliver high-quality holistic financial planning solutions About You We are looking for a true career paraplanner with significant experience in a technical paraplanning environment. The ideal candidate will demonstrate: • Strong experience in a paraplanning role within an independent or whole-of-market environment • Likely Chartered or working towards Chartered status (or equivalent level of technical expertise) • Pension Transfer qualification (desirable, particularly for involvement in pre-approval work) • Excellent technical knowledge across pensions, investments, and holistic financial planning • Experience working across multiple platforms and providers • Strong report writing and analytical skills • A detail-focused and quality-driven approach to work • Ability to work independently and support advisers at a high technical level This role would suit someone who is frustrated by templated, production-line paraplanning and is instead looking for a more involved, intellectually challenging position where technical input is valued and expected. What’s on Offer • Competitive salary (flexible depending on experience and qualifications) • Long-term career opportunity within a stable and growing business • Highly technical, varied, and engaging workload • Genuine involvement in complex financial planning cases • Supportive and professional working environment • Early finish on Fridays