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A leading Chartered Financial Planning firm is seeking an experienced Paraplanner to join its dedicated team. This firm exists to educate, enrich, and empower individuals through goal-based, holistic financial planning. Its mission is to provide clients with security, peace of mind, and the freedom to focus on what truly matters in life.
The Salary range is up to £45,000 + Hybrid working 3 days in the office and 2 from home
By living out core values of problem-solving, pioneering thinking, growth, and genuine care for clients and colleagues, the firm aims to make a positive impact on every life it touches. This approach enables its skilled team to deliver excellent client outcomes while experiencing the fulfillment of meaningful, purpose-driven work.
The successful Paraplanner will work closely with financial planners to develop advice for clients. This includes creating lifetime cashflow forecasts, testing different scenarios, and helping clients see how they can achieve their life goals. The role also involves drafting financial plans, writing suitability reports, and ensuring all follow-up actions are executed accurately and on time.
Ideal Candidate Profile
Possesses strong technical knowledge of investment, pension, and life assurance products, including their benefits and taxation.
Has holistic planning expertise, understands the ‘big picture,’ and can integrate tax allowances, trusts, and business structures into comprehensive financial plans.
Offers experience across a wide range of financial planning areas and is committed to continuous professional development.
Care and Attention to Detail
Maintains exceptional accuracy and organizational skills to ensure seamless execution of clients’ financial plans.
Technical Skills
Ideally holds a Diploma in Financial Planning
Demonstrates strong capability with technology and systems, including Excel and cashflow forecasting tools (such as Voyant).
