Technical Paraplanner

Premier Jobs UK Limited; Bath; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Hybrid working

Discretionary bonus

Private Healthcare

Life Assurance

Group Income Protection

Company pension

Job summary

Premier Jobs UK Limited is seeking a Technical Paraplanner for a respected wealth management firm in the UK, with hybrid working arrangements. You will analyse client portfolios and perform asset allocation research to support advisers with detailed, compliant recommendations across pensions, investments and protection.

The ideal candidate holds a CII Diploma in Financial Planning and has proven experience in independent financial planning delivering complex reports.

Qualifications

• CII Diploma in Financial Planning as minimum qualification.
• Proven experience in independent financial planning producing complex recommendation reports.
• Strong technical knowledge of pensions, investments, and protection products.

Responsibilities

• Analyse client portfolios and conduct asset allocation research.
• Liaise with Regulatory & Technical team to ensure compliance in advice.
• Manage own pipeline and prioritise complex cases while maintaining adviser relationships.

Skills

Technical knowledge of pensions

Portfolio analysis

Client advisory experience

Education

CII Diploma in Financial Planning

Tools

Back-office systems

MS Office

Job description

Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm.

As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards.

Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work.

Technical Paraplanner Requirements

• Essential: CII Diploma in Financial Planning (minimum qualification)
• Essential: Proven experience within independent financial planning firm producing complex recommendation reports
• Essential: Strong technical knowledge of pensions, investments, and protection products
• Desirable: Holding or working towards Chartered status
• Desirable: Experience with holistic financial planning and regulatory compliance
• Desirable: Proficiency with back-office systems and MS Office suite

The Company

Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment.

Technical Paraplanner Benefits

• Salary up to £60,000
• Hybrid working (2 days office / 3 days home)
• 35 hours per week (flexible hours considered)
• Discretionary bonus scheme
• 24-26 days holiday plus 2-day Christmas shutdown
• Private Healthcare, Life Assurance, Group Income Protection
• Company pension, Wellbeing programme
• Full support with professional qualifications

Location

Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements.