Paraplanner

Paraplanner - National Wealth Management Firm

Location: Wirral Salary: up to £45,000 + excellent benefits

Our client is a nationally expanding business with a modern hybrid advice and wealth management model, underpinned by cutting-edge technology and a commitment to delivering exceptional client outcomes.

They are seeking a Paraplanner to provide high-quality technical and administrative support to the firm's Wealth Planning Advisers. This role involves preparing pre-approval documentation, producing compliant suitability reports, completing complex financial calculations, and ensuring all advice documentation meets FCA standards.

Working closely with the Paraplanning Manager, Team Leader, and Client Administration Team, you'll play a key role in maintaining the quality and integrity of the firm's advice process.

To succeed, you'll need a strong understanding of financial services, products, and regulatory requirements, alongside excellent written and verbal communication skills, attention to detail, and proficiency with Microsoft Office. Strong organisational ability, technical accuracy, and research skills are essential.

Key Responsibilities:

• Provide comprehensive technical support to Financial Planners in the preparation of advice.
• Conduct in-depth research and analysis across pensions, investments, protection, and tax planning.
• Prepare detailed, compliant suitability reports and recommendations.
• Maintain accurate client records and ensure all advice adheres to FCA and company standards.
• Collaborate with advisers and administrators to ensure a seamless client journey from advice to implementation.
• Keep up to date with legislative, technical, and market changes to support the delivery of high-quality advice.

About You:

• Previous experience as a Paraplanner within a financial planning or wealth management environment.
• Strong technical knowledge across pensions, investments, and tax-efficient solutions.
• Excellent written communication skills and attention to detail.
• A proactive approach with the ability to work both independently and collaboratively.
• Ideally Diploma-qualified (DipPFS) or working towards Level 4 with a commitment to ongoing development.

What's on Offer:

• The opportunity to join a multi-award-winning, forward-thinking national firm recognised for excellence in client service and professional development.
• A supportive, collaborative culture where your expertise is valued.
• Clear career progression pathways and funded support for qualifications.
• Competitive salary, discretionary bonus, and a comprehensive benefits package.

If you're a dedicated Paraplanner looking to grow your career with one of the UK's leading professional services firms, we'd love to hear from you.

Apply now to find out more.