Paraplanner

Paraplanner (HNW / UHNW Support) Role Overview As a Paraplanner, you will provide high-level technical and analytical support to Financial Advisers serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. Your role is pivotal in delivering well-researched financial strategies, analysing portfolios, investments, and client needs, producing suitability documents, supporting meeting preparations, and managing ongoing plan maintenance. You will also act as a trusted technical resource for advisers, ensuring compliance, precision, and tailored, holistic advice. Key Responsibilities Report Preparation & Financial Modelling : Research investment options, pensions, tax, and estate strategies; build cash-flow models, projections, and detailed suitability reports for HNW/UHNW clients. Client File Management & Compliance : Maintain meticulous client documentation, ensure file compliance, track asset transfers, and tax reporting for high-value relationships. Meeting Support : Support meeting preparation, manage client files, and assist client adviser sessions by providing notes and follow-up action items. Plan Updates & Reviews : Update existing plans annually or with life changes, recalibrate strategy, and generate ongoing review materials. Technical Research & Advice : Provide in-depth research on complex financial planning questions and legislative developments; serve as a technical sounding board for advisers. Implementation Support : Oversee application processing for funds, pensions, taxation structures, and other product placements. Risk & Opportunity Identification : Proactively highlight planning gaps and recommend strategic enhancements aligned with clients’ objectives. Client Liaison : Occasionally serve as the first technical point of contact, handling straightforward queries to free advisers for client acquisition. Essential Qualifications & Experience Diploma level 4 (CII) or working toward Chartered Financial Planner (CFP) status. Proven paraplanning experience in a financial planning role, ideally with HNW/UHNW exposure. Strong technical knowledge in pensions, investments, tax, estate/inheritance planning, and cash-flow forecasting. Proficiency in financial planning software and Microsoft Office (Excel essential). Required Skills & Competencies Excellent analytical ability and attention to detail. Exceptional written and verbal communication skills, with the ability to translate technical analysis into clear, client-ready documents. Strong organisational skills; capable of managing multiple plans, workflows, and deadlines. High ethical standards, confidentiality, and professionalism. Initiative-driven, with the ability to work autonomously and within adviser teams. Collaborative mindset to support advisers and broader administrative teams. Desirable Attributes Career ambition to progress toward Chartered status. Familiarity with advanced HNW/UHNW products: Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), trusts, and international investments. Why Join Our Client Opportunity to work with UHNW individuals and families on complex, bespoke financial challenges. Be part of an ambitious, growth-focused advisory team with strong in-house support and professional development. Clear progression path toward senior paraplanner or adviser roles, with chartered qualification funding and mentorship. Please apply as soon as possible to learn more about this opportunity.

Location: Cheshire, GB

Posted Date: 7/8/2025