Paraplanner

Position: Paraplanner  - £55,000 – £60,000 base  bonus  benefits
A highly respected, prestigious wealth management firm is seeking an experienced Paraplanner to support a dedicated book of private clients. This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long-term progression. If you’re detail-driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity.

The Opportunity As a Paraplanner, you will play a central role in delivering high-quality, compliant, and well-documented wealth planning advice. You’ll work closely with advisers, act as a technical subject-matter expert, and support clients across a wide range of planning scenarios. This is not a pure back-office role, you’ll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships.

The Role Suitability report writing - clear, compliant, technically robust Wealth planning research for UK & international clients Completing annual suitability review letters Ensuring clients understand the key features of the advice provided Producing cashflow modelling and long-term planning analysis Reviewing client risk-profiling reports Supporting advisers with technical analysis and case guidance Attending client meetings, taking notes, and following up on actions What They’re Looking For Proven experience as a Paraplanner within wealth management Level 4 Diploma (essential) with desire to achieve Chartered or Certified status Ideally 3–4 years’ experience in a similar role Strong organisational and time-management skills Excellent written and verbal communication High level of discretion and professionalism Proficiency in Microsoft Office and collaboration tools Ability to work independently and collaboratively Strong interpersonal skills and a proactive, solution-oriented approach Comfortable interacting with senior stakeholders and external visitors Skills & Experience Strong understanding of the financial planning process and compliance Ability to work under pressure and deliver accurate work first time

Experience of report writing and technical analysis Proficient with financial planning tools and modelling software Confident acting as a technical point of contact for clients and providers Interested? Get in Touch with Laura at Financial Divisions