Paraplanner

Are you an experienced dynamic Paraplanner who truly believes in the difference great financial advice can make, and that financial wellbeing should be accessible, personal and empowering?

This is a great opportunity, as a Paraplanner, to join a growing financial planning company with a clear purpose, helping people make confident wealth management decisions at every stage of their life. Their wealth advice approach blends professional expertise with genuine care and high net worth financial advice that changes lives for the better.

You will be joining a collaborative and forward-thinking Paraplanning team that is redefining how advice is delivered.

If you enjoy solving complex financial planning challenges, sharing your knowledge and making a meaningful contribution behind every piece of financial advice, this could be exactly the right Paraplanning role you have been looking for.

This Paraplanner opportunity

As an experienced Paraplanner, you will become a trusted technical partner, working closely with three Financial Planners providing the research, analysis and insight that underpins high-quality client recommendations.

You will work across a broad range of financial planning cases, using your technical knowledge to assess options, research solutions and produce clear, well-structured recommendations that support excellent client outcomes.

Beyond the day-to-day technical financial advice work, you will also have the opportunity to influence how the work continues to evolve. Whether that is improving processes, sharing best practice or supporting the development of colleagues, your ideas and experience will be welcomed.

With hybrid working and a supportive culture that encourages professional growth, this is a role where you can continue developing your career while maintaining a healthy work-life balance.

Your role as a Paraplanner

• Working closely with three highly successful Financial Planners, who are down to earth, friendly and in need of good paraplanning support. You will be an important part of the entire client journey


• Due to the HNW nature of the financial advice given, this Paraplanner role is more research than reports, due to the level of advice that these high-net-worth Financial Planners provide to clients


• Producing accurate, well-researched suitability reports across a broad range of financial planning needs


• Undertaking detailed technical research across pensions, investments, tax planning and protection solutions


• Preparing cashflow information, quotations, illustrations, valuations and supporting documentation for client recommendations


• Analysing complex financial planning scenarios and providing technical input to advisers throughout the advice process


• Building strong working relationships across the business, becoming a trusted technical resource for advisers and colleagues alike

About you

You will be a Paraplanner who enjoys the technical side of financial planning and takes real pride in producing work of the highest standard.

You will bring:

• Previous paraplanning experience within an IFA or wealth management environment


• Diploma Level 4 qualification, or being committed to working towards achieving it


• Excellent technical knowledge across pensions, investments, retirement planning, taxation and estate planning


• Experience producing high-quality suitability reports covering a variety of advice scenarios


• Confidence using financial planning research tools and back-office systems


• Excellent organisational skills and exceptional attention to detail


• The ability to explain technical information clearly and work collaboratively with advisers and colleagues


• Strong time management skills, with the ability to manage multiple priorities without compromising quality


• A positive, team-focused approach and a willingness to share knowledge and support others


• Experience using systems such as Intelligent Office, Defaqto and FE Analytics would be advantageous

Why this Paraplanner role stands out

This is a wealth advice business that recognises the value of great paraplanning.

Here, your technical expertise will play a visible role in shaping client advice, supporting Financial Planners and contributing to the continued development of the wider team.

You will be joining a culture where:

• Technical excellence is genuinely valued


• Collaboration comes naturally


• Professional development is actively encouraged


• Your ideas are welcomed


• Quality always comes before shortcuts


• Career progression is supported as the business continues to grow

If you are looking for a Paraplanning role where your expertise will be recognised, your contribution will make a real difference and you will have the opportunity to continue developing your career within a supportive and forward-thinking business, we'd love to hear from you.

At Truestar Talent, we believe the strongest careers are built where technical ability, trust and culture come together. This is one of those opportunities.