Paraplanner

Are you an experienced Paraplanner looking to join a well-established and highly respected wealth management practice where you can make an immediate impact?

T Nixon Associates is seeking an experienced Paraplanner to support a substantial and long-standing wealth management client bank. Working closely with the advising practice principal and a small, supportive office team, this role is ideal for someone who enjoys technical work, thrives in a busy environment and takes pride in delivering exceptional client outcomes.

This is not a training position. We're looking for someone who can hit the ground running, bring strong technical knowledge and provide high-quality paraplanning support from day one.

Benefits of the role

A starting salary of £40,000 depending on experience

35 hour working week

Private health insurance

31 days annual leave inclusive of bank holidays and additional Christmas office closure

Hybrid working considered

Established and loyal client bank

Small, supportive and professional team

Opportunity to play a key role in the future growth of the business

Responsibilities of the role

• Prepare suitability reports and recommendation documentation

• Conduct technical research across pensions and investment products

• Support ongoing client review and servicing activity

• Liaise with providers to obtain information and progress cases

• Manage outstanding tasks and follow-ups efficiently

• Prepare service review documentation and client correspondence

• Assist with specialist investment cases, including VCT business

• Ensure all work is completed accurately and in line with regulatory requirements

• Provide a positive and professional experience for clients throughout the advice process

What will you need to succeed?

• Level 4 Diploma qualified or equivalent

• Minimum 2 years' paraplanning experience within a financial planning or wealth management firm

• Strong technical knowledge of pensions, investments and wealth management advice

• Experience with VCTs and specialist investment planning is desirable but not essential

• Experience researching and writing suitability reports independently

• Kno...