In brief
This paraplanner role focuses on delivering high-quality, personalised financial advice within a close-knit, independent boutique firm. The work involves using technical expertise to draft complex suitability reports and contributing to sophisticated financial planning strategies for clients.
Best for
Experienced paraplanners seeking a collaborative, boutique environment with genuine work-life balance.
Non-negotiable
Level 4 Diploma in Regulated Financial Planning or equivalent required.
What you need
Required
Paraplanning
2+ years
Level 4 Diploma
Clearly required in the listing
Technical knowledge
Strongly implied by the listing
Suitability reports
Clearly required in the listing
Analytical skills
Strongly implied by the listing
Attention to detail
Strongly implied by the listing
Time management
Strongly implied by the listing
IFA experience
Clearly required in the listing
Preferred
No preferred skills or technologies were clearly stated.
Your day-to-day
Draft suitability reports
Clearly stated in the job description.
Develop financial strategies
Clearly stated in the job description.
Utilise technical expertise
Clearly stated in the job description.
Manage workflow systems
Clearly stated in the job description.
Experience expected
Level
Mid-level
Based on what the listing states
Years of experience
2+ years
of relevant experience stated for this role
Clearly stated in the listing
Evidence from the listing
Years required
“You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex ad…”
Experience level
“You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise…”
What's on offer
Full job description (from employer)⌄
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most – delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response
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Note
We generate this analysis from the job description. The listing may have changed since then, or the analysis may not be fully accurate — always check the original posting before applying.