Financial Planning Associate; paraplanner + Hybrid

If you're a detail-driven paraplanning professional who loves turning complex financial information into clear, client-ready advice, this role will feel like home. Join a forward-thinking wealth management firm where your technical expertise, curiosity, and commitment to high-quality planning genuinely matter.

The Opportunity

You'll work closely with experienced Wealth Planners, providing the technical backbone that ensures clients receive robust, compliant, and personalised financial planning. This is a paraplanning-focused role with meaningful client interaction, ideal for someone who enjoys both the analytical and human sides of financial advice.

What You'll Be Doing

• Producing high-quality suitability reports across pensions, investments, and holistic financial planning
• Building and maintaining detailed cashflow models (Voyant & Cash Calc)
• Supporting planners with preparation for client meetings, including reviews and follow-up actions
• Managing fee reconciliation, business processing, and maintaining accurate client records
• Ensuring all work meets FCA standards, with strong awareness of Consumer Duty requirements
• Using Xplan CRM (experience beneficial but not essential)
• Collaborating with the Paraplanning Team Leader and wider advice team

What You'll Bring

• Level 4 Diploma qualified (CII or IFS)
• 2+ years' experience in a paraplanning or technical support role
• Strong cashflow planning capability
• Excellent written communication and report-writing skills
• Confident with MS Office, especially Word, Excel, PowerPoint, and Teams
• A proactive mindset and commitment to delivering exceptional client outcomes

Why This Role Stands Out

• Salary up to £45,000
• Hybrid working for a balanced lifestyle
• A supportive, modern environment where paraplanning is valued as a profession
• Exposure to high-quality advice, interesting cases, and ongoing development

If you're ready to take the next step in your paraplanning career and want to be part of a team that genuinely values your expertise, this could be the perfect move.