Technical Paraplanner

About the role

This position offers the chance to join an award‑winning wealth management firm that puts clients first. You will work within a highly skilled technical team, supporting senior financial planners and contributing to the delivery of high‑quality, compliant advice.

Key responsibilities

• Prepare high‑quality, compliant financial planning reports and recommendations.
• Conduct detailed research and analysis across pensions, investments, and protection products.
• Support Financial Planners in developing tailored client strategies.
• Ensure all work meets regulatory and compliance standards.

Required profile

Required skills

What we offer

• Discretionary quarterly bonus scheme.
• Company pension (5% employer / 5% employee) with salary‑sacrifice option.
• 23 days holiday plus bank holidays, with additional leave based on service.
• Option to buy or sell up to three extra days of leave.
• Group income protection and life cover (4× salary).
• Flexible Fridays (8 am – 4 pm) and hybrid working model.
• Comprehensive wellness programme including 24/7 online GP access, mental health support, physiotherapy, fitness and nutrition plans.
• Bereavement support and probate assistance.