Paraplanner

At Hymans Robertson Personal Wealth we are passionate about improving financial wellbeing for people right across the workforce. We do this through providing client-centric guidance and advice services. Established in 2021, we work with over 30 large corporates, delivering financial coaching, wellbeing workshops, individual guidance sessions and financial planning services

As part of our continued growth in this area, we have an opportunity for a Paraplanner to join our team.

As a paraplanner, you’ll play a vital role in supporting our Financial Planners and experienced paraplanners in helping us deliver high-quality, compliant financial planning advice.

The role will involve gathering and analysing client information, undertaking research, preparing clear suitability documentation and supporting the implementation and ongoing review of financial plans.

This is a developmental position suited to someone looking to build technical knowledge and progress within paraplanning.

• Strong written communication skills, with the ability to explain technical information clearly and accurately.
• Good analytical and numerical skills, with a keen eye for detail and accuracy.
• Strong organisation and time management skills, with the ability to manage priorities and meet competing deadlines.
• A collaborative approach, with the confidence to ask questions, share ideas and seek guidance when needed.
• A commitment to delivering positive client outcomes and a high standard of service.
• Sound judgement and discretion, with an understanding of the importance of client confidentiality.
• A proactive approach to learning, feedback and your own professional development.
• Good working knowledge of Microsoft Office, alongside the confidence to learn new financial planning systems.
• A genuine interest in financial planning and developing your career in paraplanning.
• Some experience in a paraplanning role.
• Level 4 financial planning qualification, or be working towards one.

• Supporting the preparation of suitability reports, recommendation letters and review documentation, with appropriate supervision.
• Gathering, checking and organising client information to ensure records are complete, accurate and up to date.
• Carrying out product, provider and fund research using approved systems and sources.
• Assisting with financial calculations across pensions, investments, protection and tax planning.
• Preparing comparison tables, technical summaries and supporting evidence to inform recommendations.
• Identifying missing information, potential risks and areas requiring further clarification.
• Ensuring your work follows internal procedures, regulatory requirements and Consumer Duty principles.
• Working closely with Financial Planners and colleagues to progress cases efficiently and meet agreed service standards.
• Maintaining clear audit trails and accurate records across relevant systems.
• Supporting the preparation of client reviews and helping to ensure agreed follow-up actions are completed.
• Keeping your technical knowledge up to date through structured learning, training and professional development.
• Contributing to team meetings, process improvements and the sharing of knowledge and good practice.

• Experience supporting pensions, investments, protection or tax-planning cases.
• Experience using financial planning, cash-flow modelling, research or client relationship management systems.
• An awareness of FCA regulation, data protection, anti-money laundering requirements and Consumer Duty.

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support. We would also love to hear about other knowledge and experience you may have that is not listed but could be of interest.   

In addition to a competitive salary and access to our profit share scheme, we offer: 

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs. 
• A collaborative and encouraging work environment where your thinking and ideas are encouraged. 
• On site mental health and wellbeing assistance. 
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire. 
• Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday. 
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.   
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm. 

Please note – we recruit on a rolling basis for immediately available opportunities and progress candidates as soon as their applications are received. Therefore, we’d encourage you to apply to this role as early as possible to avoid any disappointment.  

We are committed to being open and transparent in our recruitment and reward processes. Please note that this vacancy does not currently meet the minimum salary threshold requirements for Skilled Worker sponsorship within the UK.

To avoid any disappointment, if you require sponsorship we would encourage you to check whether you may be eligible for a discounted salary threshold, or to explore alternative routes to secure your right to work in the UK before submitting your application. If you meet the criteria outlined in the job description we’ll be happy to discuss your individual circumstances further with you.