Paraplanner

Paraplanner – up to £50,000 – Hybrid

We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals.

Working closely with advisers, administrators, and investment specialists, you’ll play a key role in the financial planning process — from research and analysis to report writing and compliance.

Key Responsibilities
Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies
Prepare and produce suitability reports and supporting documentation for financial advisers
Assist in the creation and review of financial plans, cashflow models, and risk assessments
Liaise with advisers to understand client objectives and recommend appropriate solutions
Ensure reports and advice meet compliance and regulatory standards
Keep up to date with legislative and product changes affecting financial planning
Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)
Support advisers in client meetings as needed (optional depending on role)
Skills & Experience Required
Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential
Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm
Strong technical knowledge across pensions, investments, tax wrappers, and protection products
Excellent attention to detail, organisational and communication skills
Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred)
Comfortable working independently and collaboratively in a fast-paced environment
What’s on Offer
Competitive salary discretionary bonus
Flexible working (hybrid or remote options depending on firm)
Continued study support toward Chartered status
A supportive, collaborative team environment
Exposure to high-net-worth and complex client cases