Paraplanner

Technical Paraplanner

A financial planning firm that takes technical thinking as seriously as client relationships

We're recruiting on behalf of a financial planning firm that's built its reputation on doing advice properly — no templated recommendations, no product-led sales, no cutting corners to hit a deadline. Every plan starts from the client's actual life and circumstances, and that only works because of the paraplanning behind it. That's where you'd come in.

About the role

This is a background role, not a client-facing one — and it's designed to stay that way. You won't be pulled into meetings or expected to become an adviser down the line; this is a genuine, long-term technical specialism for someone who gets real satisfaction from getting the detail right.

You'll take the lead on building the advice framework behind each financial plan: digging into fact finds, cashflows and meeting notes, stress-testing the options, and making sure everything that goes out the door is technically sound, compliant, and properly tailored to the client. You'll work closely with the firm's Client Facing Paraplanners, Financial Planners and Client Partners — but the responsibility for the rigour behind the advice sits with you.

Day to day, you'll be:

• Interpreting fact finds, cashflows and meeting notes to identify planning opportunities and shape the advi...