Paraplanner

Core-Asset Consulting Ltd; Winchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading UK-based wealth management firm in Winchester is seeking an experienced Paraplanner to join their collaborative team. The role involves preparing cashflows and financial plans, as well as supporting Financial Planning Directors in client meetings. Candidates should have a CII Diploma in Financial Planning, at least 2-3 years of paraplanning experience, and strong knowledge of the UK tax regime. This position offers a competitive salary and benefits package.

Benefits

Competitive salary

Wider benefits package

Qualifications

• CII Diploma in Financial Planning or equivalent is essential.
• Experience in managing paraplanning within a team structure is preferred.
• Strong understanding of tax implications is required.

Responsibilities

• Prepare cashflows and financial plans to support clients.
• Conduct in-depth research and take notes during client meetings.
• Collaborate with colleagues to achieve team objectives.
• Stay updated on financial planning standards and best practices.

Skills

CII Diploma in Financial Planning

CII Chartered Financial Planner status

Minimum 2-3 years' paraplanning experience

Strong technical knowledge of UK tax regime

In-depth understanding of pension arrangements

Proven ability to manage workload independently

Education

CII Diploma in Financial Planning or equivalent

Job description

Job Description

Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester.This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors, providing high-quality financial planning support to a diverse range of clients.

Skills / Experience

• CII Diploma in Financial Planning or equivalent (essential)
• CII Chartered Financial Planner status (desirable)
• Minimum 2-3 years' paraplanning experience, ideally within a team structure.
• Strong technical knowledge of the UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
• In-depth understanding of pension arrangements and estate planning.
• Proven ability to manage workload independently while delivering high-quality outputs.

Core Responsibilities

• Prepare detailed cashflows and financial plans to support clients in achieving long-term goals.
• Accompany Financial Planning Directors to client meetings, take comprehensive meeting notes, and conduct in-depth research to inform advice.
• Collaborate closely with colleagues to meet team income objectives.
• Brief Financial Planning Directors on client issues and maintain direct client contact where necessary.
• Identify and share best practice ideas and contribute to continuous process improvements.
• Manage your workload effectively, meeting agreed expectations for quality and timeliness.
• Maintain up-to-date knowledge of financial planning standards, legislation, and best practice.

Benefits

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16214

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.