Paraplanner (Associate), Wealth Management 22773

£55,000 - £60,000 + benefits + bonus

Hybrid 4/1

Are you an experienced Paraplanner looking to take the next step within a highly respected Wealth & Investment Management firm?

We are seeking a technically strong, client-focussed Paraplanner (Associate level) to support our Wealth Managers in delivering high-quality, compliant financial planning advice to a dedicated book of UK and International private clients.

This is an excellent opportunity to join a professional, collaborative advice team where technical expertise, client outcomes, and career progression are genuinely valued.

The Role

As a Paraplanner, you will play a pivotal role in delivering robust wealth planning solutions while ensuring advice is clear, well-documented, and fully compliant. You will act as a subject matter expert across wealth planning wrappers and products and provide critical technical support to advisers.

Key Responsibilities:

Wealth Planning

• Produce client suitability reports and annual suitability review letters
• Deliver compliant wealth planning solutions for UK & International clients
• Conduct client cash flow modelling and financial analysis
• Review client risk profiling and ensure appropriate recommendations
• Provide technical research and case guidance to advisers
• Attend client meetings, take detailed notes, and follow up on agreed actions
• Ensure clients fully understand key features of advice provided

Client Management

• Communicate confidently with clients via meetings, calls, and email
• Support onboarding processes alongside Client Executives
• Manage withdrawal call-backs and client asset transfer requests
• Liaise with incumbent custodians to retrieve transfer data
• Provide regular updates to advisers and clients throughout onboarding

Administration & Process

• Assist with complex account opening documentation
• Maintain accurate meeting and call file notes
• Contribute to internal projects and business process improvements

Professional Development

• Continue progression toward Chartered and/or Certified Financial Planner status
• Attend industry events, seminars, and internal training sessions
• Contribute to the ongoing enhancement of paraplanning processes

About You

You are technically proficient, detail-oriented, and confident supporting advisors in delivering first-class financial planning advice.

Essential Experience & Skills

• Minimum 3-4 years’ experience in a Paraplanner or similar role
• Diploma Level 4 Qualified (or higher)
• Strong understanding of the financial planning process and compliance requirements
• Experience writing suitability and technical reports
• Proficient in financial planning tools, modelling software, and back-office systems
• Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Excellent written and verbal communication skills
• High level of discretion and professionalism
• Ability to prioritise, multitask, and deliver under pressure
• Proactive, solution-oriented approach with strong interpersonal skills

Desirable

• Experience working with UK & International private clients
• Aiming for progression toward Chartered or Certified Financial Planner status