JOB DESCRIPTION:

Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester. This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors, providing high-quality financial planning support to a diverse range of clients.

SKILLS/EXPERIENCE:

• CII Diploma in Financial Planning or equivalent (essential)
• CII Chartered Financial Planner status (desirable)
• Minimum 2-3 years’ paraplanning experience, ideally within a team structure.
• Strong technical knowledge of the UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
• In-depth understanding of pension arrangements and estate planning.
• Proven ability to manage workload independently while delivering high-quality outputs.

• Prepare detailed cashflows and financial plans to support clients in achieving long-term goals.
• Accompany Financial Planning Directors to client meetings, take comprehensive meeting notes, and conduct in-depth research to inform advice.
• Collaborate closely with colleagues to meet team income objectives.
• Brief Financial Planning Directors on client issues and maintain direct client contact where necessary.
• Identify and share best practice ideas and contribute to continuous process improvements.
• Manage your workload effectively, meeting agreed expectations for quality and timeliness.
• Maintain up-to-date knowledge of financial planning standards, legislation, and best practice.