Paraplanner

Wild Berry Associates; City of Westminster; On-site; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Private medical insurance

Employer pension contributions

Enhanced parental leave

Study support towards Chartered status

Long-term career progression

Supportive and collaborative working环境

Job summary

Wild Berry Associates is seeking an experienced Paraplanner to support the financial planning team, delivering technical research across pensions, investments, protection, tax planning and estate planning to craft tailored client solutions.

You will work closely with Financial Planners, analyse data, maintain client records, and help deliver compliant, client-focused advice while pursuing ongoing professional development.

Qualifications

• DipPFS qualified (or equivalent).
• Paraplanning experience within Financial Planning, Wealth Management or IFA environment.
• Strong technical knowledge of pensions, investments, taxation, trusts and protection.
• Excellent analytical, organisational and report-writing skills.
• High attention to detail and a proactive approach to work.

Responsibilities

• Conduct technical and product research across financial planning areas.
• Produce high-quality suitability reports and recommendation documentation.
• Assist with cashflow forecasting and financial planning analysis.
• Liaise with providers and third parties to obtain information and progress cases.
• Support the delivery of compliant, client-focused financial advice.
• Maintain accurate client records and documentation.

Skills

Paraplanning

Financial planning

Pensions

Investments

Tax planning

Estate planning

Analytical skills

Report writing

Attention to detail

Voyant

FE Analytics

Education

DipPFS

Tools

Voyant

FE Analytics

Job description

Our client is a growing financial planning business with a strong presence in the market and a reputation for providing bespoke financial advice. To support increasing client demand, they are looking to appoint an experienced Paraplanner who can contribute to the continued success of the firm.

Working closely with Financial Planners, you will provide technical support across pensions, investments, protection, tax planning, and estate planning, helping to deliver tailored financial solutions and excellent client outcomes.

Key Responsibilities

• Conduct technical and product research across a range of financial planning areas
• Produce high-quality suitability reports and recommendation documentation
• Assist with cashflow forecasting and financial planning analysis
• Liaise with providers and third parties to obtain information and progress cases
• Support the delivery of compliant, client-focused financial advice
• Maintain accurate client records and documentation

About You

• DipPFS qualified (or equivalent)
• Previous Paraplanning experience within Financial Planning, Wealth Management, or an IFA environment
• Strong technical knowledge of pensions, investments, taxation, trusts, and protection
• Excellent analytical, organisational, and report-writing skills
• High attention to detail and a proactive approach to work
• Experience with Voyant, FE Analytics, or similar software would be advantageous

Benefits

• Competitive salary
• 25 days holiday plus bank holidays
• Private medical insurance
• Employer pension contributionsEnhanced parental leave
• Study support towards further professional qualifications, including Chartered status
• Long-term career progression opportunities
• Supportive and collaborative working environment

If you're looking to join a respected financial planning firm where your technical expertise will be valued and your professional development supported, we'd love to hear from you.

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.