£40,000 + Fantastic Benefits | Stamford, PE9 We are recruiting on behalf of a well-established and growing wealth management firm seeking an experienced Paraplanner to join their busy and supportive Stamford-based team. This is an excellent opportunity to join a professional financial planning environment where you will play a key role supporting a large team of advisers and contributing to high-quality client outcomes. This role would suit a detail-driven financial services professional with paraplanning experience, strong report writing skills, and a solid understanding of FCA-regulated advice processes. The Role As Paraplanner, you will provide technical and administrative support to financial advisers, helping deliver compliant, well-researched and client-focused financial planning solutions. Key responsibilities include: Preparing detailed suitability reports covering pensions, investments, protection, and retirement planning strategies Analysing client fact finds and financial information to support advisers in developing appropriate recommendations Carrying out technical research on financial products, providers, platforms, funds, and tax-efficient planning options Producing cashflow modelling outputs and financial analysis to support long-term planning discussions Reviewing existing client arrangements and identifying potential improvements or restructuring opportunities Ensuring all advice documentation meets FCA compliance standards and internal quality requirements Supporting advisers in preparing for client meetings, including producing recommendation packs and technical summaries Liaising with providers, platforms, and internal administration teams to obtain information and progress client cases Maintaining accurate client records, documentation, and audit trails within financial planning systems Assisting with technical queries from advisers relating to pensions legislation, tax treatment, investment structures, and regulatory requirements Monitoring outstanding cases and ensuring actions are completed within agreed service levels About You To be successful in this role, you will ideally have: Minimum 2 years experience within the financial services industry Experience working within a financial planning or IFA environment Level 4 Diploma qualified or actively working towards qualification Strong report writing and analytical skills Understanding of FCA regulations and regulated advice processes Experience using financial advice platforms or planning software (desirable) Strong Microsoft Office skills A proactive, organised and professional approach with excellent attention to detail Whats On Offer Employee-owned business structure Company pension scheme Death in service benefit Sickness policy following probation 20 days annual leave plus bank holidays Additional time off between Christmas and New Year Free parking / parking permit available Company social events

If you are an experienced Paraplanner looking to join a stable, professional wealth management firm where your technical expertise will be valued and developed, we would be keen to hear from you.

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