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Technical Paraplanner
Location: Warwickshire | Salary: Competitive (depending on experience)
Office-Based | Progression to Adviser Available
A highly respected Chartered and independent financial planning firm is looking to appoint an experienced Technical Paraplanner to join their close-knit and professional team.
This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality, compliant reports and working collaboratively with advisers and support staff. The business offers a clear progression path into an adviser role, once proven in the position, making this a strong option for someone looking to grow their career in a truly client-focused environment.
What you’ll be doing:
- Writing detailed, bespoke suitability reports across pensions, investments, and protection
- Conducting technical research and analysis to support high-net-worth client recommendations
- Working closely with experienced financial planners to deliver quality advice outcomes
- Supporting the advice process through preparation of review packs and recommendation documentation
- Ensuring all work is compliant with FCA regulations and internal processes
What we’re looking for:
- Proven experience in a paraplanning role within an IFA or wealth management environment
- Strong knowledge of pensions, investments, and holistic financial planning
- Confidence and competence in writing high-quality, client-facing suitability reports
- Level 4 Diploma qualified (or working towards, with strong technical skills)
Why join?
- Well-established, independent Chartered firm with an excellent reputation
- Supportive, collaborative team culture with direct access to advisers and directors
- Fully office-based role with hands-on support and career development
- Progression opportunity to move into a financial planner role over time
This is a great opportunity for a paraplanner who wants to be part of a stable, professional firm that values progression
