We're looking for an experienced Paraplanner to provide high-quality technical and planning support to Financial Planners, helping to deliver clear, well-structured and compliant advice that genuinely meets client needs. This is a varied and engaging role within a growing and supportive team, offering exposure to a broad range of planning scenarios and the opportunity to make a real contribution to client outcomes and business growth. Key responsibilities Produce clear, accurate and compliant suitability reports in a timely manner Support Financial Planners with client meeting preparation, follow-up and documentation Attend client meetings where appropriate to help capture objectives and key information Assist with ongoing client service delivery, including annual reviews and review packs Prepare cashflow modelling and supporting analysis where required Respond to client queries where appropriate, ensuring a professional and client-focused approach Work closely with the wider paraplanning team to manage workflow and meet agreed timescales Maintain a pragmatic, commercial approach to prioritisation and delivery Contribute positively to team culture, knowledge-sharing and continuous improvement Maintain accurate records, complete continuing professional development and meet training requirements Support the development of new or trainee team members where appropriate About you Previous experience working as a Paraplanner within a financial planning or wealth management firm Diploma in Regulated Financial Advice (Level 4) or equivalent Strong understanding of the end-to-end advice process across a broad range of planning areas Confident analysing products, solutions and risks to support appropriate client recommendations Solid knowledge of the regulatory environment and governance requirements Highly organised, detail-driven and comfortable managing multiple priorities Strong written and verbal communication skills, with a client-centric mindset Excellent numeracy and report-writing capability Experience using financial planning systems such as Xplan or similar Benefits Private Medical Insurance Life assurance (8x salary) Very generous pension contribution Share save scheme 25 days' holiday, with the option to buy or sell additional days
Mar 17, 2026
Full time
We're looking for an experienced Paraplanner to provide high-quality technical and planning support to Financial Planners, helping to deliver clear, well-structured and compliant advice that genuinely meets client needs. This is a varied and engaging role within a growing and supportive team, offering exposure to a broad range of planning scenarios and the opportunity to make a real contribution to client outcomes and business growth. Key responsibilities Produce clear, accurate and compliant suitability reports in a timely manner Support Financial Planners with client meeting preparation, follow-up and documentation Attend client meetings where appropriate to help capture objectives and key information Assist with ongoing client service delivery, including annual reviews and review packs Prepare cashflow modelling and supporting analysis where required Respond to client queries where appropriate, ensuring a professional and client-focused approach Work closely with the wider paraplanning team to manage workflow and meet agreed timescales Maintain a pragmatic, commercial approach to prioritisation and delivery Contribute positively to team culture, knowledge-sharing and continuous improvement Maintain accurate records, complete continuing professional development and meet training requirements Support the development of new or trainee team members where appropriate About you Previous experience working as a Paraplanner within a financial planning or wealth management firm Diploma in Regulated Financial Advice (Level 4) or equivalent Strong understanding of the end-to-end advice process across a broad range of planning areas Confident analysing products, solutions and risks to support appropriate client recommendations Solid knowledge of the regulatory environment and governance requirements Highly organised, detail-driven and comfortable managing multiple priorities Strong written and verbal communication skills, with a client-centric mindset Excellent numeracy and report-writing capability Experience using financial planning systems such as Xplan or similar Benefits Private Medical Insurance Life assurance (8x salary) Very generous pension contribution Share save scheme 25 days' holiday, with the option to buy or sell additional days
Were hiring: Platform Data Specialist Bristol Are you a detail-driven data expert with a passion for financial services? Were looking for a Platform Data Specialist to join a fast-growing wealth management business. This is a high-impact role where youll combine data analysis with platform expertise to deliver on major projects such as asset migrations, M&A activity, due diligence, and regulatory ana click apply for full job details
Oct 08, 2025
Full time
Were hiring: Platform Data Specialist Bristol Are you a detail-driven data expert with a passion for financial services? Were looking for a Platform Data Specialist to join a fast-growing wealth management business. This is a high-impact role where youll combine data analysis with platform expertise to deliver on major projects such as asset migrations, M&A activity, due diligence, and regulatory ana click apply for full job details
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
Oct 06, 2025
Full time
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
