Paraplanner

Financial Planning Firm; High Wycombe; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Agile working policy

Hybrid working

Qualifications support

Job summary

This Paraplanner role is based in the Wick office or the High Wycombe area, offering hybrid working and strong collaboration with advisers on complex client cases.

The firm supports ongoing qualifications and professional development, providing a stable, collaborative environment and clear paths to progression.

You will conduct detailed research, technical planning analysis and contribute to inheritance tax, trust and wider estate planning considerations.

Qualifications

• Experience working as a Paraplanner within a financial planning firm.
• Strong technical foundation, particularly around complex planning.
• Exposure to inheritance tax and estate planning work.
• Working towards or holding relevant financial planning qualifications.
• Desire to grow, develop and deepen technical expertise.

Responsibilities

• Working directly with advisers on complex client cases.
• Carrying out detailed research and technical planning analysis.
• Producing thoughtful, high quality financial planning recommendations.
• Supporting inheritance tax, trust and estate planning work.
• Being an active contributor within a collaborative paraplanner team.

Skills

Paraplanner experience

Technical planning

Research skills

Client-focused

Education

Relevant financial planning qualifications

Job description

This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work.

In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy. This includes complex inheritance tax planning, trust work and wider estate planning considerations.

This Paraplanner role is designed for someone who understands real financial planning and enjoys pulling information together from multiple angles to create high quality recommendations. You will be encouraged to bring insight, personality and ideas into your work, working collaboratively with advisers to deliver the best outcomes for clients.

The Paraplanner job is suitable for an experienced Paraplanner working with complex cases, or a strong Paraplanner who is still studying and genuinely motivated to progress technically and professionally. Full support is available for ongoing qualifications and development.

Key aspects of this Paraplanner job include

• Working directly with advisers on complex client cases
• Carrying out detailed research and technical planning analysis
• Producing thoughtful, high quality financial planning recommendations
• Supporting inheritance tax, trust and estate planning work
• Being an active contributor within a collaborative paraplanner team

Paraplanner Requirements

• Experience working as a Paraplanner within a financial planning firm
• Strong technical foundation, particularly around complex planning
• Exposure to inheritance tax and estate planning work
• Working towards or holding relevant financial planning qualifications
• Desire to grow, develop and deepen technical expertise

The Company

You will be joining a well established financial planning firm with multiple UK offices and a strong reputation for high quality advice. The business is known for investing in its people and supporting long term careers.

Paraplanner Benefits

• Salary negotiable based on experience and capability
• Agile working policy once established in role
• Hybrid working with a strong emphasis on office collaboration
• Full support for ongoing qualifications and progression
• Stable, professional and collaborative working environment

Location

This Paraplanner job is based in either the Wick office or the High Wycombe area. Office presence is important for collaboration and team support.