Our client is a successful privately-owned discretionary investment management company, providing investment management services and financial planning solutions to private clients. They have a dynamic, inclusive, and sociable culture where fun and career dedication sit comfortably.

This a position suited to an experienced Paraplanner able to demonstrate a background of providing high-level technical paraplanning including the production of cash flow models and high-quality suitability reports.

Reporting to the Head of Paraplanning, key responsibility includes:

  • Analyse client information and existing investments/policies.
  • Tax calculations
  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers.
  • Write complex suitability reports.
  • Cash flow modelling.
  • Review and document procedures and workflows.
  • Liaise with clients and attend client meetings where required.
  • Point of contact for technical queries.
  • Assisting with training colleagues

Experience and qualifications

  • Demonstrate a strong technical knowledge and understanding of all financial products.
  • Have a minimum of 3 years’ experience within a paraplanning role.
  • Confident IT skills; experience of Curo, FE Analytics and Voyant advantageous.
  • Have a good attention to detail and natural problem-solving skills.
  • Be an effective communicator, both verbally and in writing – confident in dealing with HNW clients and professional connections as required.
  • Be able to deal with a fast pace and high-pressure workload and need to not be afraid to challenge.
  • Level 4 diploma qualified (minimum) and ideally working towards Chartered status.


  • Base salary of £30,000-£45,000
  • Generous holiday allowance and benefits (pension, Income protection and death in service).
  • Relevant exam support after the successful completion of a probationary period.

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