Paraplanner – Boutique Financial Planning Firm

About the role

We are seeking an experienced Paraplanner to join an independent boutique financial planning firm that puts client relationships first. The role is hybrid, with one day per week in the office, and offers the chance to work alongside senior financial planners on sophisticated, holistic advice.

Key responsibilities

• Collaborate with a small team of financial planners to develop comprehensive financial plans.
• Prepare suitability and holistic planning reports for a diverse client base.
• Apply technical expertise to optimise pension, investment, trust and tax solutions.
• Utilise AI‑enabled workflow tools to improve efficiency while maintaining high‑quality advice.

Required profile

• Minimum 2 years of Paraplanning experience.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Strong analytical, numerical and report‑writing abilities.
• Exceptional attention to detail.

Required skills

• Technical knowledge of pensions.
• Technical knowledge of investments.
• Technical knowledge of trusts.
• Technical knowledge of personal taxation.

What we offer

• Competitive salary £40,000‑£50,000, dependent on experience.
• Hybrid working with flexibility to choose an office in London or Newbury.
• Modern AI‑enabled systems to support efficiency.
• Long‑term career stability and development opportunities within a close‑knit team.