Paraplanner

The range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

An exceptional opportunity has arisen for an experienced Paraplanner to join a highly respected, award‑winning wealth management practice that specialises in advising high net worth and ultra‑high net worth clients.

This company has built an outstanding reputation for its investment proposition, technical excellence, and exceptional client service. With offices across the UK, they work with sophisticated clients requiring highly technical, tax‑efficient financial planning solutions. The firm prides itself on professionalism and the quality of advice it delivers, supported by a highly qualified technical team where the majority hold Chartered status.

Due to continued growth, they are seeking a career Paraplanner who is passionate about technical excellence and wants to be part of a team that handles complex, high‑value cases for discerning clients.

As Paraplanner, you will provide technical support to the advisory team, working on a diverse range of complex cases for high‑net‑worth clients. This is a role for someone who thrives on technical challenges and wants to develop their expertise in sophisticated financial planning.

• Preparing comprehensive suitability reports and recommendations for high‑net‑worth clients
• Conducting research and analysis across investments, pensions, retirement planning, and cashflow modelling
• Supporting annual reviews, top‑ups, and ongoing client servicing
• Working on tax‑efficient planning including EIS, VCT, and Business Relief strategies
• Providing technical support on estate planning, trusts, and inheritance tax planning
• Ensuring all recommendations are compliant, well‑documented, and of the highest quality
• Collaborating with a highly qualified technical team to deliver exceptional client outcomes

• Proven paraplanning experience working with high net worth clients
• Minimum Level 4 Diploma in Regulated Financial Planning (ideally Level 6 or equivalent)
• Experience across annual reviews, top‑ups, retirement planning, cashflow modelling, and pension planning
• Strong technical knowledge and attention to detail
• Excellent written communication skills with the ability to produce high‑quality suitability reports
• A genuine passion for paraplanning as a career rather than a stepping stone to advice
• Chartered status or working towards it
• Experience of tax‑led planning (EIS, VCT, Business Relief)
• Knowledge of estate planning, trusts, and inheritance tax planning
• Experience working with complex, high‑value cases

• Work with a highly qualified, technical team (majority Chartered Fellows and Diploma qualified)
• Handle complex, intellectually stimulating cases for high‑net‑worth clients with large investable assets
• Join a company with an outstanding reputation for investment expertise and client service
• Benefit from exposure to sophisticated tax planning, estate planning, and trust work
• Opportunity to develop your technical skills alongside experienced professionals
• Hybrid working with minimum 2 days per week in the office
• Excellent career development and exam support for those pursuing further qualifications

• Competitive salary: £50,000 - £55,000 (based on experience and qualifications)
• Attractive bonus paid annually
• Hybrid working (minimum 2 days per week in office)
• Exam support and professional development opportunities

If you're an experienced Paraplanner looking for a role where you can work on complex, high‑value cases and develop your technical expertise alongside a highly qualified team with a great culture, we'd love to hear from you.

Mid‑Senior level

Full‑time

Research, Writing/Editing, and Strategy/Planning

Referrals increase your chances of interviewing at Nigel James Associates Ltd by 2x

Stonehaven, Scotland, United Kingdom