Paraplanner - Warwick

The Opportunity Hub UK; United Kingdom; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A leading wealth management firm in the UK is seeking an Experienced Paraplanner to provide crucial support in complex financial planning. You will analyze client situations, craft suitability reports, and assist in fund research to deliver sophisticated solutions. The role offers a competitive salary of up to £38,000, a modern hybrid working model, and comprehensive benefits including generous annual leave and wellness support.

Benefits

Competitive salary package

Generous annual leave

Comprehensive income protection insurance

Life assurance benefit

Enhanced company sick pay

Contributory pension scheme

Confidential Employee Assistance Programme

Qualifications

• 2+ years' experience in a financial advisory firm.
• Extensive exposure to product ranges and advanced planning techniques.
• Ability to analyze complex financial situations.

Responsibilities

• Support financial planning strategies alongside advisers.
• Craft suitability reports with recommendations.
• Conduct fund research and performance analysis.

Skills

Proven 2+ years' experience in paraplanning

Exceptional written and verbal communication skills

Collaborative mindset

Meticulous attention to detail

Education

DipPFS qualification or equivalent Level 4 certification

Tools

FE Analytics

IFA platforms and systems

Job description

An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning.

Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region.

The Company

This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish.

Your Role

As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence.

Key Accountabilities:

- Analyse complex client situations to identify strategic financial planning opportunities and solutions
- Craft comprehensive suitability reports with detailed recommendations for adviser endorsement
- Execute sophisticated fund research and performance analysis using advanced analytical tools including FE Analytics
- Curate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilities
- Develop detailed performance reporting and comparative analysis for strategic decision-making
- Uphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarks

Required Experience and Competencies:

- Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firm
- Extensive exposure to comprehensive product ranges and advanced planning techniques
- DipPFS qualification or equivalent Level 4 professional certification strongly preferred
- Exceptional written and verbal communication skills with client-facing capability
- Collaborative mindset with strong interpersonal skills for effective team integration
- Comprehensive familiarity with industry-standard IFA platforms, systems, and operational procedures
- Meticulous attention to detail with unwavering commitment to service excellence
- Demonstrated professional qualities including flexibility, motivation, dependability, and ethical conduct

Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.

Attractive Remuneration and Benefits:

- Competitive salary package up to £38,000 commensurate with experience
- Modern hybrid working model - 3 days office presence, 2 days remote flexibility
- Generous annual leave allocation of 31 days including statutory holidays
- Comprehensive income protection insurance coverage
- Life assurance benefit equivalent to 4x annual salary
- Enhanced company sick pay provision
- Contributory pension scheme with salary sacrifice advantages
- Staff referral incentive programme
- Confidential Employee Assistance Programme
- Holistic wellness and mental health support services
- Personal financial wellbeing resources and education

The Future of Financial Advisory Services

The wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning.

Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.