{"id":2491828,"url":"https://alion.io/job/ircfs-paraplanner-independent-wealth-management","title":"Paraplanner | Independent Wealth Management","company":{"id":4420582,"name":"IRCFS","domain":"ircfs.com","url":"https://alion.io/company/ircfs","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Worksop, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":43000,"max_usd":100000,"period":"year","method":"role_country_seniority_unknown","sample_n":588},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-14T03:01:17Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-11-03T07:16:52Z","board_verified":true,"closed_at":null,"days_open":20,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":20},"description":"Paraplanner | Independent Wealth Management #032\nLocation: Hybrid | UK\nSalary: Competitive + Excellent Benefits + Career Development\nJoin a Growing Independent Wealth Management Firm\nOur client is a well-established, independent wealth management firm that provides holistic financial planning to individuals, families and business owners across the UK.\nAs part of its continued growth, they are seeking an experienced Paraplanner to join their collaborative technical team.\nThis is an excellent opportunity for a technically strong paraplanner who enjoys delivering high-quality financial planning support within a client-first, independent advice environment.\nWorking alongside experienced Financial Planners, you will play a vital role in researching, analysing and preparing complex financial planning recommendations, helping to deliver exceptional outcomes for clients.\nThe Opportunity\nThis role offers exposure to a broad range of financial planning cases covering pensions, investments, protection, estate planning and retirement strategies.\nYou will work closely with advisers throughout the advice process, ensuring every recommendation is technically robust, compliant and tailored to each client's objectives.\nThe business values collaboration, professionalism and continuous learning, making this an ideal opportunity for someone looking to further develop their career within a progressive independent wealth management firm.\nKey Responsibilities\nPrepare detailed suitability reports and financial planning recommendations.\nConduct technical research across pensions, investments and protection solutions.\nAnalyse client objectives and existing financial arrangements.\nPrepare cashflow modelling and financial planning analysis.\nAssist advisers in developing holistic financial planning strategies.\nLiaise with product providers, platforms and discretionary fund managers.\nEnsure all recommendations meet FCA regulatory requirements.\nMaintain accurate client records and technical documentation.\nSupport advisers with client review meetings and ongoing servicing.\nContribute to improving internal processes and technical standards.\nAbout You\nTo be successful you will have:\nPrevious Paraplanning experience within an Independent Financial Advice or Wealth Management firm.\n Level 4 Diploma in Regulated Financial Planning (essential).\nStrong technical knowledge of pensions, investments and financial planning.\nExcellent report writing and analytical skills.\nHigh levels of accuracy and attention to detail.\nStrong organisational and time management skills.\nExcellent communication skills with both colleagues and clients.\nA proactive approach and genuine passion for delivering quality financial planning.\nDesirable\nProgress towards Chartered Financial Planner status.\nExperience using cashflow modelling software and industry back-office systems.\nWhat's on Offer\nCompetitive salary.\nPerformance-related bonus.\nHybrid working.\nStudy support and ongoing professional development.\nClear career progression opportunities.\nSupportive and collaborative team culture.\nExposure to complex financial planning cases.\nLong-term career opportunities within a growing independent advice business.\nApply\nIf you're an experienced Paraplanner looking to join a respected independent wealth management firm where technical excellence and client outcomes are genuinely valued, we'd love to hear from you.\nApply in confidence or contact IRCFS - 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