Paraplanner (Wealth Management & Financial Planning)

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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 youve also worked in the following roles, wed 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.
APPLY TODAY
Ready to make your next career move? Apply Now for our Recruitment Team to review.
DUTIES
Your duties as the Wealth Management & Financial Planning Paraplanner include:
Financial Planning Support: Assist Financial Planners with research, analysis, and preparation of client financial plans
Suitability Reports: Produce detailed, compliant financial planning and investment reports
Cashflow Modelling: Analyse client circumstances using financial planning tools and forecasting software
Investment Analysis: Conduct research into funds, pensions, and investment products
Compliance & Documentation: Maintain accurate records ensuring regulatory and compliance standards are met
Client Support: Assist in client meetings and provide professional communication via phone and email
Workflow Management: Manage pipelines and ensure timely delivery of financial planning services
CRM & Systems: Maintain and update back-office systems and client databases
Team Collaboration: 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
HOW TO APPLY
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
JOB REF: AWDO-P14643
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Location:
Witney
Salary:
not provided
Job Type:
FullTime
Category:
Banking

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