Paraplanner

We are seeking a technically strong Paraplanner to join our Wealth Management team at any one of our offices in the South West. This is a specialist role focused on analysis, calculation and structured financial planning.

Requirements

• Relevant experience in a paraplanning or technical financial planning role
• Diploma in Regulated Financial Planning
• Strong technical knowledge of UK pensions, investments, protection and tax planning
• Experience producing suitability reports and compliant recommendation documentation
• Proven ability to analyse complex financial information and translate it into structured, client-friendly reports
• Experience using financial planning and cashflow modelling software
• Strong analytical and critical thinking skills
• High attention to detail and commitment to regulatory accuracy
• Ability to manage workload independently while collaborating effectively within a team
• Excellent written communication skills

Benefits

• Minimum of 25 days’ annual leave plus bank holidays
• Extra day off to celebrate birthday
• Hybrid working model with three days in the office
• Employee Assistance Programme providing confidential support for mental, physical and financial wellbeing
• Full funding for professional qualifications and ongoing learning opportunities
• Access to exclusive employee discounts
• Competitive pension scheme