Paraplanner (Associate), Wealth Management 22773

£55,000 - £60,000 + benefits + bonus

Hybrid 4/1

Are you an experienced Paraplanner looking to take the next step within a highly respected Wealth & Investment Management firm?

We are seeking a technically strong, client-focussed Paraplanner (Associate level) to support our Wealth Managers in delivering high-quality, compliant financial planning advice to a dedicated book of UK and International private clients.

This is an excellent opportunity to join a professional, collaborative advice team where technical expertise, client outcomes, and career progression are genuinely valued.

The Role

As a Paraplanner, you will play a pivotal role in delivering robust wealth planning solutions while ensuring advice is clear, well-documented, and fully compliant. You will act as a subject matter expert across wealth planning wrappers and products and provide critical technical support to advisers.

Key Responsibilities:

Wealth Planning

Produce client suitability reports and annual suitability review letters
Deliver compliant wealth planning solutions for UK & International clients
Conduct client cash flow modelling and financial analysis
Review client risk profiling and ensure appropriate recommendations
Provide technical research and case guidance to advisers
Attend client meetings, take detailed notes, and follow up on agreed actions
Ensure clients fully understand key features of advice provided

Client Management

Communicate confidently with clients via meetings, calls, and email
Support onboarding processes alongside Client Executives
Manage withdrawal call-backs and client asset transfer requests
Liaise with incumbent custodians to retrieve transfer data
Provide regular updates to advisers and clients throughout onboarding

Administration & Process

Assist with complex account opening documentation
Maintain accurate meeting and call file notes
Contribute to internal projects and business process improvements

Professional Development

Continue progression toward Chartered and/or Certified Financial Planner status
Attend industry events, seminars, and internal training sessions
Contribute to the ongoing enhancement of paraplanning processes

About You

You are technically proficient, detail-oriented, and confident supporting advisors in delivering first-class financial planning advice.

Essential Experience & Skills

Minimum 3-4 years’ experience in a Paraplanner or similar role
Diploma Level 4 Qualified (or higher)
Strong understanding of the financial planning process and compliance requirements
Experience writing suitability and technical reports
Proficient in financial planning tools, modelling software, and back-office systems
Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
Excellent written and verbal communication skills
High level of discretion and professionalism
Ability to prioritise, multitask, and deliver under pressure
Proactive, solution-oriented approach with strong interpersonal skills

Desirable

Experience working with UK & International private clients
Aiming for progression toward Chartered or Certified Financial Planner status

Aldrich & Co

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Paraplanner (Associate), Wealth Management 22773