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Are you a detail-driven Paraplanner with a passion for precision, a flair for financial analysis, and a strong technical foundation? A well established UK IFA is seeking a talented Paraplanner to join a high-performing, collaborative team supporting experienced IFAs and Directors.
This is a fantastic opportunity to join a highly respected, growing business that values integrity, innovation, and your professional development.
What You’ll Do:
- Craft clear, compelling suitability reports tailored to client needs
- Conduct in-depth research and due diligence on products, platforms, and tax-planning solutions (including VCTs and EIS)
- Work with IFA's on what recommendations would best suit the client in line with their objectives and circumstances
- Deal with clients technical queries and provide general guidance in the absence of an IFA.
- Liaise with IFAs, compliance, and admin teams to deliver robust, compliant client outcomes
- Dive into data analysis, manage client files, and stay ahead on tech and compliance tools
- Take ownership of projects including platform reviews and provider assessments
Who You Are:
- Ideally Level 4 qualified and working toward Chartered status
- Paraplanning experience, technically proficient, with strong understanding of advice strategies and compliance standards
- Highly organised and confident using systems like Intelliflo and Paraplanner Online
- An excellent communicator with top-tier report writing and research skills
- Comfortable juggling priorities, solving problems, and driving quality outcomes
Why You’ll Love It:
- Competitive salary, pension, holiday + private healthcare
- Support with continued qualifications, monthly CPD time with travel expenses paid
- A collaborative, forward-thinking culture where paraplanners are valued as strategic partners
- Flexibility to work from home 2 days a week after 3 months
Apply now to take the next step in your paraplanning career and grow with a firm that supports your development.
