Paraplanner
New Yesterday
Working Pattern : 3 Days Office / 2 Days Remote
Full-Time | Flexible Working
My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team.
This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture.
Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment.
The Role
In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing.
You will be involved in a broad range of financial planning areas including:
Pensions and retirement planning
Investment planning
Protection planning
Inheritance tax and estate planning
Pension transfers
Cashflow modelling
This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases .
Key Responsibilities
Managing client cases from fact-find analysis through to suitability report completion
Drafting detailed suitability reports across a range of financial advice areas
Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo
Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb
Working within Intelliflo CRM to manage and track client cases
Ensuring files meet compliance and regulatory standards
Liaising with advisers and administrators to ensure smooth case progression
Supporting and mentoring junior members of the team where appropriate
Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell
About You
To be successful in this role, you will have:
Diploma in Regulated Financial Planning (essential)
Minimum 3 years' paraplanning experience
Experience working within an independent financial advice environment (preferred)
Strong technical knowledge across pensions, investments, and retirement planning
Confidence managing complex financial planning cases
Excellent organisational skills and attention to detail
A proactive and collaborative approach to working with advisers and colleagues
What's on Offer
Hybrid working – 3 days in the office / 2 days remote
Flexible working hours
Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader)
Exposure to complex and varied financial planning cases
A supportive and collaborative working culture
A modern business that values technical excellence without unnecessary hierarchy
Market-leading wellness package
How To Apply
Apply today by sending a copy of your most recent CV to: for a confidential conversation about this opportunity.
TPBN1_UKTJ
- Location:
- Wishaw
- Salary:
- not provided
- Job Type:
- FullTime
- Category:
- Banking