Paraplanner (Wealth Management & Financial Planning)
Join a B‑Corp certified financial services organisation as a Paraplanner, supporting wealth management, financial planning, investment analysis, pensions, and client relationship management within a collaborative and values‑driven team.
If you’ve also worked in the following roles, we’d also like to hear from you: Financial Planning Analyst, Wealth Management Administrator, Investment Analyst, Financial Services Administrator, Financial Services Client Relationship Manager
Salary: Competitive + Bonus + Benefits (see below)
Location: Hybrid Working: Typically 3 days from home and 2 in the office, with additional office attendance as required for client meetings
Job type: Full‑Time, Permanent
Job Overview
We have a fantastic new job opportunity for a Wealth Management & Financial Planning Paraplanner to join a highly regarded financial services organisation. Working within a collaborative environment, the Wealth Management & Financial Planning Paraplanner will support Financial Planners with research, financial modelling, and client portfolio analysis.
As a Wealth Management & Financial Planning Paraplanner you will play a key role in delivering high‑quality financial planning services, including suitability reports, investment research, pensions analysis, and compliance documentation. You will contribute to delivering tailored wealth management solutions.
This position offers the opportunity to develop technical expertise in financial planning, cashflow modelling, and regulatory compliance, while supporting client meetings and maintaining accurate CRM systems and workflows.
Responsibilities
- Assist Financial Planners with research, analysis, and preparation of client financial plans.
- Produce detailed, compliant financial planning and investment reports.
- Analyse client circumstances using financial planning tools and forecasting software.
- Conduct research into funds, pensions, and investment products.
- Maintain accurate records ensuring regulatory and compliance standards are met.
- Assist in client meetings and provide professional communication via phone and email.
- Manage pipeline and ensure timely delivery of financial planning services.
- Maintain and update back‑office systems and client databases.
- Work closely with Financial Planners and Client Relationship Managers.
Candidate Requirements
Essential
- Diploma Level 4 qualified in Financial Planning or working towards completion.
- Strong knowledge of wealth management, pensions, investments, and financial services regulations.
- Proven experience in financial planning support, report writing, and client documentation.
- Excellent analytical, research, and financial modelling skills.
- Strong communication and client relationship management skills.
- Proficiency in CRM systems, data management, and Microsoft Office.
Desirable
- Advanced Diploma (Level 6) or working towards Chartered or Certified Financial Planner status.
- Experience with cashflow modelling tools such as Voyant or Timeline.
- Experience within wealth management or independent financial advice environments.
- Understanding of investment strategies, due diligence, and compliance frameworks.
Benefits
- Competitive salary plus discretionary bonus.
- 20 days holiday plus bank holidays and additional Christmas closure days.
- Birthday leave.
- Company pension.
- Cycle to work scheme.
- Free parking and on‑site parking.
- Health and wellbeing programme.
- Professional development budget.
- Private medical insurance.
- Sabbatical after five years of service.
- Hybrid working arrangements.
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