About the Role
As a Paraplanner, you’ll play a central role in delivering high-quality, compliant, and client-focused financial planning support within a respected wealth management firm. Working alongside experienced Financial Advisers, your focus will be on preparing detailed suitability reports, conducting in-depth research, and ensuring a seamless advice process that reflects the firm’s commitment to excellence.
This is an opportunity to work in a collaborative and high-performing environment where your technical expertise and attention to detail will be valued. You’ll be part of a team that prioritises integrity, precision, and outstanding service; supporting clients across areas such as retirement planning, investments, protection, and estate planning.
You’ll be encouraged to grow professionally with ongoing support towards Chartered status, access to experienced mentors, and exposure to a broad range of client cases. If you’re looking for a firm that balances structure with flexibility, and offers a genuine opportunity to refine your craft as a Paraplanner, this role is the ideal next step.
Requirements
This role is ideal for an experienced Paraplanner or a Senior Administrator with strong technical capabilities who is ready to take the next step in their career.
You’ll need a proven background in producing high-quality, compliant suitability reports and supporting advisers with complex client cases.
You should be comfortable working in a high-performing, detail-focused environment where accuracy, discretion, and regulatory compliance are key.
Experience working with high-net-worth clients or within a fast-paced wealth management, financial planning, or private client advisory firm is highly desirable.
To thrive in this role, you’ll bring technical expertise, a proactive mindset, and a genuine commitment to delivering an outstanding client experience, along with the ambition to contribute to a team that consistently sets the standard in financial planning support.
About the Company
We’re currently partnered with a highly respected national wealth management firm known for its longstanding reputation, client-centric approach, and commitment to excellence. With a strong emphasis on technical expertise and ethical financial planning, this is a business where professionals are valued and supported.
As a Paraplanner, you’ll be joining a team that truly understands the importance of high-quality advice and meticulous support. The firm offers industry-recognised training, structured development pathways, and a collaborative environment designed to bring out the best in every team member.
Whether you’re looking to deepen your technical knowledge, step into a role with more autonomy, or work alongside advisers who appreciate your value, this is a firm where careers are advanced, not just maintained.