Paraplanner | Independent Wealth Management #032

Location: Hybrid | UK
Salary: Competitive + Excellent Benefits + Career Development

Join a Growing Independent Wealth Management Firm

Our client is a well-established, independent wealth management firm that provides holistic financial planning to individuals, families and business owners across the UK.

As part of its continued growth, they are seeking an experienced Paraplanner to join their collaborative technical team.

This is an excellent opportunity for a technically strong paraplanner who enjoys delivering high-quality financial planning support within a client-first, independent advice environment.

Working alongside experienced Financial Planners, you will play a vital role in researching, analysing and preparing complex financial planning recommendations, helping to deliver exceptional outcomes for clients.

The Opportunity

This role offers exposure to a broad range of financial planning cases covering pensions, investments, protection, estate planning and retirement strategies.

You will work closely with advisers throughout the advice process, ensuring every recommendation is technically robust, compliant and tailored to each client's objectives.

The business values collaboration, professionalism and continuous learning, making this an ideal opportunity for someone looking to further develop their career within a progressive independent wealth management firm.

Key Responsibilities

• Prepare detailed suitability reports and financial planning recommendations.
• Conduct technical research across pensions, investments and protection solutions.
• Analyse client objectives and existing financial arrangements.
• Prepare cashflow modelling and financial planning analysis.
• Assist advisers in developing holistic financial planning strategies.
• Liaise with product providers, platforms and discretionary fund managers.
• Ensure all recommendations meet FCA regulatory requirements.
• Maintain accurate client records and technical documentation.
• Support advisers with client review meetings and ongoing servicing.
• Contribute to improving internal processes and technical standards.

About You

To be successful you will have:

• Previous Paraplanning experience within an Independent Financial Advice or Wealth Management firm.
• Level 4 Diploma in Regulated Financial Planning (essential).
• Strong technical knowledge of pensions, investments and financial planning.
• Excellent report writing and analytical skills.
• High levels of accuracy and attention to detail.
• Strong organisational and time management skills.
• Excellent communication skills with both colleagues and clients.
• A proactive approach and genuine passion for delivering quality financial planning.

Desirable

• Progress towards Chartered Financial Planner status.
• Experience using cashflow modelling software and industry back-office systems.

What's on Offer

• Competitive salary.
• Performance-related bonus.
• Hybrid working.
• Study support and ongoing professional development.
• Clear career progression opportunities.
• Supportive and collaborative team culture.
• Exposure to complex financial planning cases.
• Long-term career opportunities within a growing independent advice business.

Apply

If you're an experienced Paraplanner looking to join a respected independent wealth management firm where technical excellence and client outcomes are genuinely valued, we'd love to hear from you.

Apply in confidence or contact IRCFS – International Recruiters Connecting Financial Specialists for a confidential discussion.

All applications will be handled in the strictest confidence.