Paraplanner - Hybrid

We are currently partnering with a highly respected, Top 50 UK financial services organisation with a well‑established and growing financial planning division. With an excellent reputation in the market and a strong technical team in place, they are now looking to appoint an experienced Paraplanner to join their collaborative and forward‑thinking environment.

This is an excellent opportunity to join a forward‑thinking organisation where you will work closely with Partners and Financial Planners, providing high‑quality technical support across a broad range of financial planning areas. The role offers a varied workload and the opportunity to work with high‑net‑worth and ultra‑high‑net‑worth clients.

• Prepare detailed financial planning reports and recommendations across a wide range of advice areas
• Work closely with Financial Planners to develop bespoke solutions for both new and existing clients
• Act as a key point of contact for clients, delivering a high level of service
• Liaise directly with high-net-worth and ultra-high-net-worth individuals
• Support the wider team with technical expertise on new business and ongoing servicing
• Produce research, analysis and client-friendly documentation to support recommendations
• Ensure all work is completed in line with compliance and regulatory requirements

• Proven experience in a Paraplanning role
• Diploma qualified (Level
  4) as a minimum, with progress towards Chartered status desirable
• Strong technical knowledge across pensions, investments and financial planning
• Experience working with high-net-worth clients
• Familiarity with industry research tools such as Voyant, Selectapension or similar
• Excellent attention to detail and organisational skills

• Basic salary up to £55,000 (depending on experience and qualifications)
• Generous holiday allowance, with the option to purchase additional days
• Annual salary reviews
• Comprehensive health and wellbeing support
• Ongoing training, exam support and clear progression opportunities

This is a fantastic opportunity for a technically strong Paraplanner who is looking to take the next step in their career within a supportive and progressive environment.