Paraplanner

Paraplanner – Wealth Management Hybrid Working £35,000 – £45,000 (DOE) The Company A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its collaborative and highly professional team. The business provides tailored financial planning and investment advice to a wide-ranging client base, with a strong focus on long-term relationships and high-quality service. The Role This is a key position supporting Financial Planners in delivering compliant, accurate, and client-focused advice. The role is predominantly office-based, offering strong team interaction and development opportunities. Key Responsibilities • Prepare detailed and compliant suitability reports • Conduct technical research to support financial planning recommendations • Analyse client fact finds and identify suitable solutions • Support investment and pension planning strategies • Undertake client portfolio reviews • Carry out cashflow modelling • Liaise with product providers and internal teams • Respond to client and adviser queries effectively • Ensure all work meets FCA and regulatory requirements Requirements • Previous experience as a Paraplanner within financial planning/wealth management • Strong knowledge of pensions, investments, and financial products • Experience producing suitability reports • Good understanding of FCA regulations and compliance • Working towards or holding Diploma in Financial Planning (preferred) • Strong analytical and organisational skills Benefits • Competitive salary package • Hybrid working • Supportive team environment • Ongoing professional development and study support • Opportunity to work on complex and varied cases