An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning.

Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region.

The Company

This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships.

Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies.

With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish.

Your Role

As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients.

This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence.

Key Accountabilities:

• Analyse complex client situations to identify strategic financial planning opportunities and solutions
• Craft comprehensive suitability reports with detailed recommendations for adviser endorsement
• Execute sophisticated fund research and performance analysis using advanced analytical tools including FE Analytics
• Curate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilities
• Develop detailed performance reporting and comparative analysis for strategic decision-making
• Uphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarks

• Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firm
• Extensive exposure to comprehensive product ranges and advanced planning techniques
• DipPFS qualification or equivalent Level 4 professional certification strongly preferred
• Exceptional written and verbal communication skills with client-facing capability
• Collaborative mindset with strong interpersonal skills for effective team integration
• Comprehensive familiarity with industry-standard IFA platforms, systems, and operational procedures
• Meticulous attention to detail with unwavering commitment to service excellence
• Demonstrated professional qualities including flexibility, motivation, dependability, and ethical conduct

• Competitive salary package up to £38,000 commensurate with experience
• Modern hybrid working model - 3 days office presence, 2 days remote flexibility
• Generous annual leave allocation of 31 days including statutory holidays
• Comprehensive income protection insurance coverage
• Life assurance benefit equivalent to 4x annual salary
• Enhanced company sick pay provision
• Contributory pension scheme with salary sacrifice advantages
• Staff referral incentive programme
• Confidential Employee Assistance Programme
• Holistic wellness and mental health support services
• Personal financial wellbeing resources and education