Paraplanner

We are seeking a technically strong Paraplanner to join our Wealth Management team at any one of our offices in the South West. This is a specialist role focused on analysis, calculation and structured financial planning. You will work closely with Financial Planners to produce high-quality, well-reasoned advice that can be delivered to clients in a clear and accessible format.

Your primary responsibility will be to analyse client information, model outcomes, research appropriate solutions and construct robust financial plans. You will create the financial strategies and suitability reports that underpin client recommendations, ensuring they are technically sound, compliant and aligned to client objectives. These plans will then be delivered in client meetings by our Financial Planners.

This role is less administration-heavy than many paraplanning positions. It is designed for someone who enjoys the technical depth of financial planning - scenario modelling, tax efficien...

Ready to Apply?

Submit your application today and join our talented team at Old Mill.