Paraplanner

Orla Rose Associates; England; On-site; GBP 35,000 - 60,000; Full time

Job summary

A financial planning firm in the United Kingdom is seeking a skilled Head Of Paraplanning to support high-net-worth clients. You will provide comprehensive paraplanning services, prepare detailed reports, and conduct technical research. Ideal candidates should have over 4 years of experience in paraplanning, with a strong proficiency in pensions, investments, and estate planning. This role offers an opportunity to take ownership of cases and work independently.

Qualifications

• 4+ years’ experience in a paraplanning role.
• Demonstrated technical proficiency in pensions, investments, and estate planning.
• Strong understanding of tax-efficient planning strategies.

Responsibilities

• Provide full paraplanning support to advisers and clients.
• Prepare detailed cash flow modelling and proposals.
• Draft clear and compliant suitability reports.
• Conduct technical research across pensions, investments, and tax planning.
• Take ownership of cases from start to finish.

Skills

Technical proficiency in pensions

Investments knowledge

Estate planning expertise

Excellent written communication

Excellent verbal communication

Ability to work independently

Ability to work collaboratively

Job description

Head Of Paraplanning

About the Role

We are seeking a highly skilled and technically proficient Paraplanner to join our growing financial planning team. This is an opportunity to work closely with high-net-worth clients, averaging £1 million in assets, across pensions, investments, and estate planning.

You will be integral in supporting advisers and clients while also owning the role, bringing initiative, technical insight, and independent judgment to the business.

Key Responsibilities

• Provide full paraplanning support to advisers and clients.
• Prepare detailed cash flow modelling, proposals, and transfer analysis.
• Draft clear and compliant suitability reports.
• Work extensively on pension consolidations, tax‑free cash planning, and estate planning.
• Conduct technical research across pensions, investments, and tax planning.
• Liaise with product providers, clients, and advisers to ensure accuracy and efficiency.
• Take ownership of cases from start to finish, ensuring a high standard of delivery.

Qualifications

• 4+ years’ experience in a paraplanning role.
• Demonstrated technical proficiency in pensions, investments, and estate planning.
• Pension transfers and consolidations.
• Preparing suitability reports.
• Strong understanding of tax‑efficient planning strategies.
• Excellent written and verbal communication skills.
• Ability to work both independently and collaboratively.