Accountancy Action
Technical Paraplanner
Location: Chew Valley (Office-Based)
Salary: Competitive
Hours: Monday–Thursday 8:45am–5:00pm (Friday: 8:45am–12:45pm)
Transport: Own transport essential due to location
About the Role
We are seeking an experienced Technical Paraplanner to join a highly respected, independent financial planning firm. This is a key hire within the business, replacing a senior paraplanner who has been promoted, alongside another team member who is approaching retirement, making this an excellent opportunity for a long-term career move within a stable and well-established environment.
This is a genuinely technical, hands-on paraplanning role within a holistic, whole-of-market advisory firm that places strong emphasis on quality advice and in-depth research. Unlike many larger organisations, the business does not rely on templated reports or outsourced investment solutions, instead maintaining full control over advice quality and investment decisions across a wide range of platforms.
Key Responsibilities
- Provide high-level technical paraplanning support to financial advisers
- Prepare detailed suitability reports and complex financial planning recommendations
- Conduct in-depth research across multiple platforms and product providers
- Support advisers with pre-sale case preparation and technical analysis
- Assist with pension transfer analysis and pre-approval work where applicable
- Liaise with providers and platforms to obtain and interpret technical information
- Ensure all advice is compliant, accurate, and tailored to individual client needs
- Work collaboratively with advisers to deliver high-quality holistic financial planning solutions
About You
We are looking for a true career paraplanner with significant experience in a technical paraplanning environment. The ideal candidate will demonstrate:
- Strong experience in a paraplanning role within an independent or whole-of-market environment
- Likely Chartered or working towards Chartered status (or equivalent level of technical expertise)
- Pension Transfer qualification (desirable, particularly for involvement in pre-approval work)
- Excellent technical knowledge across pensions, investments, and holistic financial planning
- Experience working across multiple platforms and providers
- Strong report writing and analytical skills
- A detail-focused and quality-driven approach to work
- Ability to work independently and support advisers at a high technical level
This role would suit someone who is frustrated by templated, production-line paraplanning and is instead looking for a more involved, intellectually challenging position where technical input is valued and expected.
What’s on Offer
- Competitive salary (flexible depending on experience and qualifications)
- Long-term career opportunity within a stable and growing business
- Highly technical, varied, and engaging workload
- Genuine involvement in complex financial planning cases
- Supportive and professional working environment
- Early finish on Fridays
To apply for this job please visit www.reed.co.uk.
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