Job Description
Job Title: Paraplanner
Description:
We are hiring for our client, a highly respected financial planning firm, who are seeking an experienced Paraplanner to join their growing team. This is a brilliant opportunity for a technically skilled professional who wants to work alongside Financial Planners to deliver bespoke advice and strategic planning support to a loyal and growing client base.
This Paraplanner role offers variety, real client-facing exposure, and strong professional development pathways within a high-quality financial planning environment.
Top 3 Things to Know About this Job:
- Work closely with Financial Planners and attend client meetings
- Strong technical focus across cashflow forecasting, research, and report writing
- Hybrid flexibility, professional growth, and Chartered support
The Role:
• Support Financial Planners with all aspects of client servicing, planning, and review
• Attend client meetings and assist with technical queries
• Gather and maintain client data, including accurate compliance and documentation
• Prepare draft net worth statements, cash flow forecasts, and financial plans
• Conduct product research, platform analysis, and technical due diligence
• Write clear, accurate, and compliant suitability reports
• Liaise with providers and client advisers (legal/tax) as needed
• Support implementation of recommendations and assist in annual reviews
• Stay up to date with regulatory and market changes
• Participate in internal investment committee meetings and team collaboration
The Person:
• Minimum 2 years’ experience in a Paraplanner role
• Diploma in Financial Planning (Level 4) – essential
• Strong technical knowledge of financial planning products and platforms
• Proficient in Microsoft Office and financial planning software (e.g. Voyant, Intelliflo)
• Analytical, detail-oriented, and confident with complex financial data
• Excellent communicator with strong written and interpersonal skills
• Able to manage own workload, prioritise effectively, and work independently
• Desire to achieve Chartered status and ongoing CPD compliance
The Rewards:
• Competitive salary (based on experience)
• Support with Chartered status and exam funding
• Hybrid working structure available
• Strong internal support team and collaborative culture
• Long-term progression and development opportunities