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Paraplanner

United Kingdom, Wells-Next-the-Sea · Job Posted May 16, 2026
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Job Description

Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment **Solid paraplanning experience essential, ideally around 3 years** Duties include: Preparing high-quality suitability reports across financial products Analyse client information and conduct technical research Structure advice in line with client objectives Maintain accurate client records and workflows using Salesforce Produce cashflow modelling and planning illustrations Supporting Advisors with pre and post meeting preparation Assist with complex planning cases and technical queries You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills.

Job Responsibility

  • Preparing high-quality suitability reports across financial products
  • Analyse client information and conduct technical research
  • Structure advice in line with client objectives
  • Maintain accurate client records and workflows using Salesforce
  • Produce cashflow modelling and planning illustrations
  • Supporting Advisors with pre and post meeting preparation
  • Assist with complex planning cases and technical queries

Requirements

  • Solid paraplanning experience essential, ideally around 3 years
  • Experience within a UK Financial Planning or Paraplanning environment
  • Strong understanding of regulated advice processes
  • Excellent written and communication skills

What we offer

  • 25 days holiday
  • 8 bank holidays
  • after 3 years' service additional day added per year to a maximum of 30 days
  • Bonus Scheme
  • Pension
  • Private Medical
  • Birthday off each year
  • Free parking
  • Exam funding and study support
  • clear progressive and a supportive working environment
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