Paraplanner

The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm.

The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience.

The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years’ Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business.

Salary and Benefits:  We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.).

The Company:  Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly.

Paraplanner, responsibilities include:

• Review client fact-finds, risk profiles, objectives, and existing arrangements.
• Undertake cashflow modelling and scenario analysis.
• Prepare technical research and comparisons for advisers.
• Draft suitability reports, recommendation letters, and supporting documentation.
• Ensure all documentation is FCA-compliant and audit-ready.
• Assist with product and platform due diligence and Investment Solutions.
• Respond to file checks and action remedial points.
• Maintain accurate records and audit trails.
• Liaise with advisers, clients, and providers to clarify information and gather documents.
• Support ongoing client reviews and fund switch recommendations.
• Address technical queries and provide support to the wider team as required.

Paraplanner, Skills and Experience:

• A minimum of 2 years’ experience in a paraplanning or technical support role within an IFA/wealth management environment.
• Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent).
• A good technical knowledge of pensions, investments, protection, tax wrappers etc.
• An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar)
• Compliance-focused with excellent attention to detail.
• Excellent written and verbal communication skills.
• High level of numeracy and analytical ability.
• Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases.
• A strong relationship builder and collaborative team player with excellent stakeholder management skills.
• Keen to learn and to contribute to a progressive and expanding business.

Dawn O’Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.