Paraplanner

Totality Wealth is a forward-thinking financial planning company committed to making a meaningful impact. A dynamic and client-focused firm, we aim to provide exceptional service and exceed expectations. Join a team that values growth, excellence, and creating positive change.

As a Paraplanner at Totality Wealth, you will play a crucial role in delivering high‑quality advice and supporting our advisers in every stage of the planning process. Your work will include:

• Gathering, analysing and organising client data to build a complete financial picture.
• Building detailed cashflow models to test scenarios and support lifetime planning.
• Preparing financial plans across retirement, tax, estate and investment planning.
• Conducting robust research on products, platforms, funds and providers in line with our evidence‑based principles.
• Producing clear, concise, fully compliant suitability reports and supporting documentation.
• Creating illustrations, comparisons, and application packs to support advice delivery.
• Preparing for adviser meetings, updating files, and assisting with post‑meeting follow‑ups.
• Liaising with product providers, accountants, solicitors and other professionals as needed to support client outcomes.
• Maintaining accurate CRM records and ensuring complete audit trails.
• Tracking cases through to completion and ensuring client actions are delivered promptly.

This is a hybrid role
, giving you the flexibility to work primarily from home
, with office visits
. You’ll still be closely connected with our small, collaborative team, joining us in Henley‑in‑Arden bi-weekly for catch‑ups, planning sessions and shared learning. The rhythm is designed to give you the best of both worlds: the focus and comfort of home working, combined with meaningful in‑person time that strengthens relationships and supports great client outcomes.

We’d love to hear from you if you are:

• Analytical and detail‑driven
  , with a strong grasp of financial planning principles.
• An excellent communicator
  , able to translate complex technical information into clear client‑friendly language.
• Highly organised
  , comfortable managing multiple priorities.
• Professionally curious
  , eager to develop your skills and progress within financial planning.
• Strong attention to detail and ability to work collaboratively in a team environment
• Holding Level 4 Diploma in Regulated Financial Planning or equivalent.

We offer a salary of up to £50,000 per annum (depending on experience), plus a performance related end of year bonus, along with a comprehensive benefits package, including:

• 25 days’ holiday (plus bank holidays, your birthday and Christmas)
• Life assurance
• Quarterly events
• Support for professional development, exams and advanced qualifications.
• A genuine opportunity to make an impact in a boutique, high‑touch planning firm.
• Exposure to complex, rewarding client cases and meaningful planning work.
• A warm, collaborative culture where your voice matters and your growth is supported.
• The chance to be part of a firm that values quality over quantity, long‑term relationships over transactions, and evidence over guesswork.