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.
Core Responsibilities:
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.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16214
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Winchester, England
Start: ASAP
Posted: 2025-12-30 11:06:11
ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London.
We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’ offering a combination of great unencumbered advice with a highly personalised client service.Our existing paraplanner has needed to step back her days, so we have a need for your expert help.We are looking for you to come in and help lead us in all things paraplanning.
We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening.We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home.
In your role, you would only need to attend the office for quarterly team meetings.Required Experience:
Hold at least level 4 status and ideally be looking to keep going.Have experience of using Intelligent Office, FE Analytics & cashflow software.We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).
We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy.
You may be contacted directly by the employer should they wish to progress your application.
Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful. ....Read more...
Type: Permanent Location: London, Greater London, England
Start: Negotiable
Duration: Permanent
Salary / Rate: £40k - 65k per year
Posted: 2025-12-15 11:31:15
