The Company: A boutique financial planning business based on the outskirts of Doncaster who manage are now looking to recruit an industry experienced Paraplanner as 1 to 1 support to their lead Planner. This isn’t a role for someone looking to move into financial advice within 1-2 years – It will suit someone committed to being an excellent paraplanner and honing their craft in this space.

• Office Location: Doncaster
• Working Setup: Hybrid with a bias towards WFH – Circa 2-days office & 3 days WFH

Package: £35-40k base DOE + bonus and full company benefits

• Key benefits: Royal London pension with salary sacrifice, PMI (Vitality) plus £100k x DIS
• Bonus: Discretionary – Paid annually
• Holidays: 25-days + stats

The Role: You’ll be working closely with the Practice Team Leader and supporting advisers across client reviews, new business cases, and ongoing service work. This is very much a focused paraplanning role which includes both client technical support as well as key project work. Duties include:

• Produce high-quality suitability reports covering new business, pension transfers, and investment advice
• Work collaboratively with advisers to sense-check recommendations and ensure suitability
• Conduct financial analysis using cashflow modelling software (Dynamic Planner)
• Complete attitude to risk assessments and produce client reports using Dynamic Planner
• Research and analyse investment funds and products using FE Analytics
• Challenge and refine adviser recommendations to reach the correct client outcome
• Ensure all work meets FCA suitability requirements and Consumer Duty obligations
• Maintain comprehensive file documentation to compliance standards

The Person: You will come from a wealth management background and hold 2+ years’ hands-on, practical experience of supporting financial advisers/planners from a research and suitability report writing perspective. Do you:

• Feel motivated by a genuinely consultative paraplanning role which offers hands-on client relationship building and technical query management?

• Hold an understanding of trust planning, estate planning and IHT?

• Need a flexible role which allows you the scope to WFH? Building a healthy work/life balance?

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.