Paraplanner

atomos wealth

. Produce accurate, high-quality suitability reports delivering clear, compliant and client-friendly advice within agreed Service Level Agreements .

Posted 9/22/2026full-timeFareham • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong technical knowledge in financial planning, particularly in pensions, investments, and protection, while producing high-quality suitability reports and supporting Financial Planners with complex client cases. Excels in analytical research, problem-solving, and effective communication to deliver client-friendly documentation.

Highest-signal resume keywords

Level 4 Diploma In Financial PlanningTechnical Knowledge Across PensionsExperience Producing Suitability ReportsCashflow ModellingExcellent Analytical Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Suitability ReportsResearch And Technical AnalysisFinancial Planning StrategiesClient RecommendationsProblem-SolvingAttention To DetailOrganizational SkillsTechnical Financial PlanningComplex Client CasesDocumentation

Soft Skills

Effective CommunicationRelationship BuildingAttention To Detail

Tools & Technologies

EmailTeams

Certifications & Qualifications

Level 4 Diploma In Financial PlanningChartered Status

Industry Keywords

Wealth ManagementFinancial AdviceInvestment ProductsProtection ProductsLong-Term Care PlanningInheritance Tax Planning

About the role

Key responsibilities & impact

Produce accurate, high-quality suitability reports delivering clear, compliant and client-friendly advice within agreed Service Level Agreements
Conduct detailed research and analysis across pensions, investment, protection and wider financial planning products
Apply technical knowledge to help Financial Planners develop appropriate planning strategies and achieve the best client outcomes
Develop effective working relationships with Financial Planners through email, Teams and face-to-face communication
Support Financial Planners with sophisticated financial planning solutions
Act as a trusted sounding board for complex cases and planning ideas
Identify solutions and ensure advice recommendations are thoroughly researched and accurately documented
Work with MWA colleagues as part of the Atomos Group

Requirements

What you’ll need

Previous experience in a Paraplanning or similar technical financial planning role, ideally gained within a wealth management or financial advice environment
Level 4 Diploma in Financial Planning through the CII, CISI or LIBF, or an equivalent qualification
Strong technical knowledge across pensions, investments, protection, long-term care and inheritance tax planning
Experience producing high-quality suitability reports, research and technical analysis to support client recommendations
Confident using cashflow modelling to support clients’ financial planning strategies and long-term objectives
Experience supporting Financial Planners with complex client cases, including gathering, analysing and presenting technical information
Excellent analytical, research and problem-solving skills, with strong attention to detail
High standard of written communication, with the ability to produce clear, accurate and client-friendly documentation
Strong organisational skills, with the ability to manage multiple cases, priorities and deadlines
Working towards Chartered status, or already Chartered, would be advantageous

Benefits

Comp & perks

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy
Agile working environment
Professional development and growth opportunities