Java Developer
Role details
Job location
Tech stack
Job description
If you're a Diploma-qualified paraplanner who's grown tired of being tucked away from clients, this is worth five minutes of your time.
Our client runs an inverted model - more Paraplanners than advisors. The advisor steps in at the point of advice; everything else sits with you.
- Pre-meeting preparation
- Attending reviews
- Post-meeting implementation
- Report writing
- Ongoing client contact.
You're not supporting from the sidelines; you're the client's first point of contact, managing your own bank of relationships.
Day to day, you'll be
- Researching and analysing products
- Preparing investment strategy and recommendation reports
- Conducting quarterly portfolio reviews
- Ensuring recommendations are implemented properly.
You'll arrange review meetings, field client queries, and keep clients informed throughout the year. Systems include Voyant, Nucleus, and other standard planning platforms.
This is a role for career paraplanners. People who genuinely enjoy the craft - the technical depth, the client relationships, the variety - rather than those looking for a quick route into advice. If that's you, there's a proper progression path through to Chartered and Fellow status, with study support and exam fees covered.
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Requirements
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Benefits & conditions
This is an independent, Chartered firm with a genuinely impressive approach to looking after their people. Holiday starts at 33 days plus bank holidays, rising with service. They take wellbeing seriously - not as a buzzword, but in how they actually operate. The culture is warm, collaborative, and refreshingly unstuffy.
For someone Chartered with extensive experience, salaries reach £70,000 + bonus, particularly for those ready to manage larger, more complex client relationships. Similar jobs, Senior Project Manager - Residential North West (hybrid) Competitive salary + car allowance & excellent benefits package Full-time | Permanent Are you ready to play a key role in shaping the future of residential development across the North West? Our client, a leading...
