Dani at Avocet Commercial Careers is delighted to present an exceptional opportunity for an accomplished Paraplanner to join a respected wealth management practice in Wellington.
About the Client
Our client is an established wealth management practice with a reputation for delivering exceptional financial solutions and client service. The firm prides itself on its collaborative approach, commitment to professional development, and focus on building long-term client relationships.
About the Role
We are seeking a technically-minded Paraplanner to provide comprehensive support to financial advisers through research, analysis, and documentation preparation. This position offers the opportunity to develop your expertise while making a significant contribution to the firm's success.
Paraplanner Responsibilities
* Participate in adviser debriefings following client meetings to gather essential information
* Interpret and analyse client data to identify appropriate financial solutions
* Utilise specialised research tools to support client goals and objectives
* Prepare comprehensive documentation including suitability letters, illustrations, and key features documents
* Collaborate with Technical and Compliance teams to ensure regulatory adherence
* Contribute to the development and refinement of suitability report templates
* Process client cases on relevant platforms with precision and attention to detail
* Maintain impeccable client files and documentation in line with compliance requirements
* Identify and escalate potential risk issues appropriately
* Actively contribute to team development and company growth initiatives
* Pursue continuous professional development through industry knowledge enhancement
Paraplanner Requirements
* Level 4 Diploma in Financial Services (with progression towards Level 6 Advanced Diploma)
* Practical understanding of retail financial products and regulatory framework
* Strong analytical skills with exceptional attention to detail
* Excellent organisational abilities and effective time management
* Capacity to work under pressure and prioritise competing demands
* Proficient communication skills, both written and verbal
* Advanced IT competency, including financial planning software
* Problem-solving mindset with a methodical approach
Benefits
* Competitive salary between £35k - £45k depending on experience and qualifications
* Generous 25 days annual holiday allowance
* Employer pension contribution of 3%
* Dedicated support for CII professional qualifications
* Death in Service policy
* Regular working hours: 8:45am - 5:15pm, Monday to Friday with early finishes throughout summer
The Ideal Candidate
The perfect candidate will combine technical expertise with a positive, proactive attitude. You will take ownership of your responsibilities while displaying a genuine commitment to supporting the wider team. A calm and methodical approach to problem-solving is essential, alongside a dedication to maintaining the highest standards in all aspects of your work.
This role presents an outstanding opportunity to advance your paraplanning career with a forward-thinking wealth management practice.
Next Steps
Interested in this exceptional opportunity? Connect with Dani at Avocet Commercial Careers for a confidential discussion