Career Paraplanner

Shearwater Recruitment; Gerrards Cross; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

28 days holiday

12 wellness days

Annual bonus

Employer pension contributions

Private medical insurance

Life assurance

Shared parental leave

Fully funded training

Job summary

Shearwater Recruitment is seeking a diploma-qualified paraplanner for a hybrid role in Gerrards Cross (Buckinghamshire). You will attend client meetings with Financial Planners, perform research, build cashflow models and prepare suitability reports.

The position blends client contact with technical analysis, including involvement in annual reviews and internal Investment Committee discussions. The role offers strong benefits and a clear path to professional training, with 35 hours per week in a

Qualifications

• Diploma qualified (DipPFS or equivalent)
• Minimum of three years' experience in a UK IFA or wealth management environment
• Strong knowledge of financial planning products and services
• Experience working with Discretionary Fund Managers (DFMs)
• Proficiency with Voyant, Genovo and FinaMetrica and Microsoft Office

Responsibilities

• Attend client meetings alongside Financial Planners to provide technical support
• Gather and compile financial analysis data and build cashflow models
• Research financial products to support recommendations and prepare suitability reports
• Oversee client annual reviews and support technical reviews of services and products
• Liaise with product providers and sit on the internal Investment Committee
• Manage own workflow and ensure timely delivery of tasks

Skills

Analytical skills

Research skills

Communication skills

Teamwork

Attention to detail

Education

Diploma qualified (e.g., DipPFS)

Tools

Voyant

Genovo

FinaMetrica

Microsoft Office

Job description

Career Paraplanner | Gerrards Cross, Buckinghamshire | Hybrid | 35 hours per week | Salary dependent on experience

In the room, not just behind the analysis

Technical roles in financial planning usually keep you at arm's length from the client. This one does not. You would attend client meetings alongside the Financial Planners to provide technical support, as well as doing the research and modelling that sits behind the advice.

The work spans gathering and compiling financial analysis data, analysing client data and building cashflow models, researching products to support recommendations, and preparing financial planning recommendations and suitability reports. Beyond the casework you would oversee and monitor client annual reviews on behalf of the Financial Planners, support the Client Services Manager with annual technical reviews of services and products, and sit as a member of the internal Investment Committee.

It is a hybrid role of 35 hours a week, and the package behind it is unusually strong. Twenty-eight days' holiday including three over Christmas and New Year, plus 12 wellness days taken as the last Friday of every month off.

What you will be responsible for

Client meetings and adviser support

• Attend client meetings alongside Financial Planners to provide technical support
• Provide comprehensive support to the Financial Planners
• Assist with client presentations and other activities as required

Research, analysis and reports

• Gather and compile financial analysis data
• Analyse client data and prepare cashflow models
• Research financial products to support recommendations
• Prepare financial planning recommendations and suitability reports

Client outcomes and reviews

• Manage and follow through on client requirements to ensure successful outcomes
• Oversee and monitor client annual reviews on behalf of the Financial Planners
• Liaise with product providers and other relevant third parties

Compliance, committee and workload

• Ensure adherence to all regulatory and compliance standards
• Support the Client Services Manager with annual technical reviews of services and products
• Sit as a member of the internal Investment Committee
• Manage your own workflow and task delivery effectively

What we are looking for

Essential:

• Diploma qualified, for example DipPFS or equivalent
• A minimum of three years' experience working in a UK IFA or wealth management environment
• Strong knowledge of financial planning products and services
• Experience working with DFMs
• Excellent analytical and research skills
• Strong written and verbal communication skills
• Able to work independently and collaboratively within a team
• High attention to detail and organisational skills
• Proficiency in financial planning software such as Voyant, Genovo and FinaMetrica, plus the Microsoft Office suite

What is on offer

• Salary dependent on experience
• 35 hours per week, full-time, hybrid remote and office based
• 28 days' holiday including three over Christmas and New Year
• 12 wellness days, taken as the last Friday of every month off, giving 40 days off across the year
• Annual bonus based on personal and company performance
• Employer pension contributions
• Private medical insurance and life assurance
• Shared parental leave
• Fully funded training towards professional and role-focused qualifications

Who this could suit

A diploma-qualified paraplanner or technical consultant with three or more years in a UK IFA or wealth management firm who wants client contact as well as the technical work. If you are already producing suitability reports and cashflow models but never sitting in the meeting, this is the step up.

DFM experience is on the list, so it suits someone who has worked with discretionary managers rather than only with packaged products. The same logic applies to the software: Voyant, Genovo and FinaMetrica are named as examples, so familiarity with that kind of toolset matters more than any one of them in particular.

The Investment Committee seat and the annual technical reviews of services and products suggest a firm that wants someone with a view rather than someone who only executes. If you have opinions about portfolio construction and product selection, there is somewhere here to put them.

All applications are handled in confidence, and your details are never sent to a client without your prior consent.