12 month Fixed Term Contract

Join a forward-thinking wealth management firm dedicated to delivering expert financial planning to high-net-worth individuals. My client are seeking a meticulous and motivated Paraplanner to support Advisers and Directors in crafting tailored financial solutions.

About the Role

In this dynamic position, you’ll collaborate closely with experienced Consultants to provide technically robust financial advice. You’ll be responsible for producing suitability letters and reports, conducting in-depth research, and liaising with clients and internal teams to ensure the highest quality service. This is a high-trust role where autonomy, precision, and client focus are key.

Key Responsibilities

• Prepare suitability letters and reports in line with FCA guidance
• Research financial solutions and assist with complex client queries
• Analyse raw client data for planning recommendations
• Keep records and ensure compliance with AML, GDPR, and internal policy
• Stay ahead of legislation and brief Consultants on regulatory updates
• Mentor junior team members and maintain quality control across outputs

Qualifications & Experience

• Diploma in Regulated Financial Planning (essential)
• 2+ years’ paraplanning experience in a client-facing technical role
• Proven expertise in pension consolidation, retirement planning, and holistic financial advice
• Strong compliance knowledge and report writing skills

You’ll Excel Here If You…

• Are highly analytical with clear and confident written communication
• Work well independently and thrive in a fast-paced environment
• Have a proactive and respectful approach to client service
• Demonstrate flexibility, discretion, and sound work ethics
• Want to support others' development as well as your own

Compliance and Integrity

You’ll be expected to uphold the highest standards of professionalism, acting in clients’ best interests, supporting FCA Conduct Rules and Consumer Duty, and maintaining accurate, compliant records.

This is more than just a technical role—it's a chance to influence outcomes for clients navigating life’s biggest financial decisions. If you’re ready to take your career to the next level in a firm that values both precision and personal connection, we’d love to hear from you.

Please email to Ursula at Financial Divisions.