Paraplanner

The Vacancy

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.

What will your role look like?

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.

Though this is a varied role, your key tasks will include:

• 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.

To enjoy and succeed in this role, you will have:

• 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 accura...

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