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A highly regarded, boutique independent financial planning firm is currently seeking an experienced Paraplanner to join their growing team. This is an exciting opportunity to become part of a business that delivers holistic financial planning services to a long-standing and loyal portfolio of high-net-worth and ultra-high-net-worth clients.
Our client is embarking on an ambitious phase of strategic growth and transformation. With plans to double their assets under management over the coming years. The client is planning to grow via number strategic acquisitions and their excellent name in the industry.
The OpportunityAs a Paraplanner, you will work in close partnership with a Chartered Financial Planner, contributing significantly to the advice process and maintaining regular client contact. This is not a back-office role — your expertise will play a key role in shaping financial strategies and enhancing client outcomes.
Key Responsibilities
- Support the Financial Planner in delivering tailored, high-quality advice
- Conduct in-depth research and analysis on a range of financial products and planning strategies
- Prepare detailed and compliant suitability reports
- Liaise directly with clients and attend meetings where appropriate
- Collaborate closely with the wider team to ensure an outstanding client experience
What’s on offer
- Competitive basic salary up to £50,000 (based on experience and qualifications)
- Clear and genuine opportunities for progression and long-term career development
- Exposure to a high-calibre client base and involvement in strategic financial planning
- A supportive, forward-thinking working environment
- The chance to be part of a modernising and ambitious business during a key growth phase
This role is ideal for a motivated Paraplanner looking to take the next step in their career, with meaningful client involvement and real progression potential in a high-quality advice environment.
