Paraplanner

Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The OpportunityYou'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities • Analyse complex client information and translate findings into clear, practical financial planning recommendations. • Produce high-quality suitability reports and supporting documentation. • Conduct cashflow modelling, scenario testing, and financial forecasting. • Research products, providers, and planning strategies to support client outcomes. • Develop compliant recommendations aligned to client goals and regulatory requirements. • Prepare technical documentation and reports to support Financial Planner meetings. • Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About YouTo be considered, you'll ideally have: • Previous experience in a Paraplanning or technical financial planning position. • Diploma in Regulated Financial Planning (or equivalent qualification). • Strong technical knowledge across pensions, investments, protection, and UK tax planning. • Experience producing suitability reports and recommendation documents. • Knowledge of financial planning and cashflow modelling software. • Excellent analytical and problem-solving abilities. • Strong written communication skills with the ability to explain complex concepts clearly. • A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on OfferIn return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: • Minimum 25 days annual leave plus bank holidays. • Option to purchase up to 5 additional days holiday. • Additional day off for your birthday. • Hybrid working arrangement (3 days office-based). • Employee Assistance Programme supporting mental, physical, and financial wellbeing. • Fully funded professional qualifications and ongoing development. • Competitive pension scheme. • Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.