Paraplanner – Wealth Management
We are currently working with a well-established Wealth Management firm who are looking to appoint an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a Diploma qualified Paraplanner who is looking to develop their career within a supportive, client-focused environment, working closely with Financial Planners to deliver high-quality technical support.
The Role
You will be responsible for providing full paraplanning support to Financial Planners, including:
- Writing suitability reports across pensions, investments, and protection
- Conducting technical research and product analysis
- Preparing client review packs and recommendations
- Supporting complex cases including pension transfers and retirement planning
- Ensuring all work is completed in line with FCA regulations and internal standards
- Liaising with providers and supporting end-to-end case progression
About You
- Diploma qualified (or working towards Level 4)
- Experience within a Wealth Management or Financial Planning environment
- Strong knowledge of pensions, investments, and financial planning products
- Excellent attention to detail and report writing ability
- Confident working both independently and as part of a team
- Strong communication skills and client-focused mindset