Paraplanner – Wealth Management – Hybrid – £45k+

About the role

Are you an experienced Wealth Management Paraplanner looking for a role where your technical expertise is genuinely valued? This is an excellent opportunity to join a highly regarded, client‑focused financial planning practice where paraplanners play a central role in delivering high‑quality, bespoke financial advice to affluent and high‑net‑worth clients.

Key responsibilities

• Producing high‑quality suitability reports and recommendation letters.
• Conducting detailed technical research across pensions, investments, protection and estate planning.
• Preparing cash‑flow modelling and retirement planning analysis.
• Supporting annual reviews and ongoing suitability requirements.
• Researching products, tax‑efficient planning opportunities and investment solutions.
• Working closely with Advisers, Administrators and Compliance to ensure excellent client outcomes.
• Attending client meetings where required and supporting Advisers with technical discussions and presentations.

Required profile

• Level 4 Diploma in Regulated Financial Planning (essential).
• Previous experience within an IFA or Wealth Management environment.
• Strong technical knowledge across pensions, investments, protection and taxation.
• Excellent suitability report and recommendation writing skills.
• Experience using financial planning, research and cash‑flow modelling tools.
• Exceptional attention to detail and commitment to quality client outcomes.
• A genuine ambition to develop professionally towards Chartered status.

Required skills

• Financial planning software and research tools.
• Cash‑flow modelling.

What we offer

• Collaborative and supportive team environment.
• Hybrid working model.
• Long‑term career progression opportunities, including routes to Senior Paraplanner, management or Financial Adviser.