Paraplanner

Overview

In this Paraplanner role, you support High Net Worth clients by delivering high-quality technical reports and research to Financial Planning Advisers. You’ll handle technical analyses, reports, and process improvements within a collaborative team, helping to ensure precise client outcomes. You will mentor junior colleagues and maintain compliant, timely services as part of a professional, development-focused environment. This is a hands-on role in a client-centric financial planning team that values technical excellence and strong relationships.

Pay / Benefits

• professional development
• collaborative environment
• career progression
• supportive team
• structured training
• recognition of expertise

Responsibilities

• Prepare suitability reports and annual review documentation for clients
• Provide technical support across a wide range of financial planning matters
• Conduct product and technical research to support recommendations
• Maintain and update client information in Intelligent Office and other systems
• Support annual review processes with accurate information
• Build relationships with clients and third-party providers
• Collaborate with administration teams to ensure efficient service delivery
• Manage workflow to meet deadlines and service standards
• Contribute to development and improvement of paraplanning processes and best practices
• Produce and assist with management information and reporting
• Mentor and support junior team members
• Maintain FCA, internal policy, and AML compliance

Key requirements

• Extensive paraplanning experience, ideally with High Net Worth clients
• Strong technical understanding of financial planning
• CII Level 4 qualification, active progression towards Level 6 and Chartered status
• Experience with financial planning tools, cashflow modelling software, and research systems
• Excellent written communication for client reports
• Strong interpersonal skills and ability to build trusted relationships
• Excellent organizational skills and ability to handle multiple priorities
• Proactive, self-motivated, and able to work independently
• Experience mentoring or coaching junior colleagues
• Strong Microsoft Word, Excel, and PowerPoint skills
• Collaborative mindset
• Mentoring or coaching capability
• Client-focused communication
• Financial planning tools
• Cashflow modelling software
• Research systems

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