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