Paraplanner

This role will focus on delivering high-quality financial planning support to advisers, particularly across complex client cases involving estate planning and trusts. You will play a key role in ensuring suitability, accuracy, and technical integrity across client recommendations while contributing to ongoing client portfolio management.,

• Prepare suitability reports: Deliver clear, compliant, and high-quality documentation across financial planning areas
• Support complex cases: Work on IHT, trusts, and estate planning scenarios alongside advisers
• Conduct technical research: Provide insight to support robust client recommendations
• Review client portfolios: Ensure ongoing suitability and alignment with client objectives
• Maintain client records: Ensure accuracy and compliance across all documentation
  
  Diploma in Regulated Financial Planning (or working towards)
• Chartered status or working towards
• Strong experience with IHT and trusts
• Proven ability to write suitability reports
• Solid technical knowledge across financial planning
  
  An established national wealth management firm supporting high-net-worth clients. The business offers a structured and well-resourced environment, with a strong focus on technical excellence and long-term career development.
  
  Strong pension contribution structure with employer contributions and salary sacrifice
• Group income protection and life insurance
• Private medical, dental, and critical illness options
• Health and wellbeing support including EAP and virtual services
• Discount schemes and gym membership support
• Cycle to work and green car schemes
• Flexible benefits platform
• Clear progression into advisory or leadership roles