Paraplanner – Wealth Management Wendover, Buckinghamshire | £45,000 + Benefits | Hybrid Working

Paraplanner – Wealth Management

Wendover, Buckinghamshire | £45,000 + Benefits | Hybrid Working

A technically focused paraplanning role with room to progress.

We are looking for an experienced Paraplanner to join an established wealth management business in Wendover, Buckinghamshire.

This role is suited to someone who understands the technical demands of paraplanning, takes pride in producing accurate, well-researched advice and wants to play an active part in the financial planning process.

You will work closely with Financial Advisers, providing the research, analysis and written recommendations needed to deliver effective financial planning for affluent and high-net-worth clients. The work will cover a broad range of financial planning needs, giving you the opportunity to apply your technical knowledge and continue building your expertise.

The Role

Your responsibilities will include:

• Preparing suitability reports and recommendation letters to a high technical standard.
• Researching pensions, investments, protection, taxation and estate planning.
• Producing cashflow models and supporting retirement planning strategies.
• Completing annual review documentation and ongoing suitability work.
• Identifying appropriate products, investment solutions and tax-efficient planning opportunities.
• Working with Financial Advisers, administrators and compliance colleagues to ensure recommendations are accurate, appropriate and fully documented.
• Attending client meetings where technical input or support with financial planning presentations is required.

You will be expected to take ownership of your work, maintain high standards and provide advisers with reliable technical support throughout the advice process.

What We’re Looking For

You will need:

• The Level 4 Diploma in Regulated Financial Planning.
• Previous paraplanning experience within an IFA practice or wealth management business.
• A sound technical understanding of pensions, investments, protection and taxation.
• Strong report-writing skills and the ability to explain complex recommendations clearly.
• Experience using financial research and planning tools, including cashflow modelling software.
• A methodical approach, excellent attention to detail and a commitment to delivering quality work.

Candidates who are keen to progress towards Chartered status will be supported in their professional development.

What’s on Offer?

• A salary of £45,000, plus an excellent benefits package.
• Hybrid working.
• A varied technical workload supporting experienced Financial Advisers.
• An environment where accuracy, technical ability and professional judgement are valued.
• Support for further qualifications and ongoing professional development.
• Scope to develop your career into senior paraplanning, team management, compliance or financial advice, depending on your interests and ambitions.

Interested?

If you have the technical foundations, experience and attention to detail required to deliver high-quality paraplanning, this is an opportunity worth exploring.

Apply today to find out more.