Location
Office Based/Hybrid – at one of our offices across the southeast, please see office locations below.
Company
Absolute Financial Group (Absolute)
Business Overview
Absolute Financial Group (Absolute) is a newly established national Independent Financial Adviser (IFA) consolidator, backed by Inflexion Private Equity and Tatton Asset Management plc. Our mission is to build one of the UK’s leading Independent Financial Planning businesses, uniting high-quality advisory businesses within a unified, well-resourced structure, promoting adviser support, holistic financial planning, outstanding client outcomes, and enduring client value. Absolute has made its first acquisition of a South-East based IFA firm with £1.1 billion of assets under advice, with a strong pipeline of future acquisitions.
Absolute is now entering a rapid growth phase and expanding its paraplanning team. This is a rare opportunity to join at the early stages of a Private Equity-backed business, working closely with an experienced senior leadership team to deliver a best-in-class paraplanning function. You will play a key role in supporting advisers and ensuring advice quality and consistency as we scale. Alongside this, you will gain exposure to complex planning cases, have clear opportunities for career progression and benefit from full support towards professional development, including advanced qualifications such as Chartered status.
Role Purpose
We are seeking a Paraplanner to play a key role in supporting advisers and ensuring high-quality advice delivery across the business. You will work closely with the collaborative paraplanning team, the advice team and senior leadership to produce accurate, compliant and client-focused reports, while helping to embed robust processes as we scale. This role involves managing complex cases, coordinating with colleagues across paraplanning, advice, administration and compliance teams, and safeguarding client outcomes by ensuring technical accuracy and consistency. Your contribution will directly influence the client experience and support the successful integration of advice standards across Absolute.
Salary: Competitive salary + benefits package
Reporting to: Director of Investment Governance and Paraplanning
Key Responsibilities
- Formulation of advice by undertaking research and detailed analysis to reach conclusions
- Writing compliant, accurate and well-drafted advice via suitability reports and letters covering investments, pensions, inheritance tax, tax efficient investments, trusts and protection
- Assisting and supporting the head of department, directors and management as and when required
- Working within and contributing to the paraplanning team and their processes
- Embed change, review, and feedback
- Preparing cash flow planning forecasts
- Involvement in the company’s research processes as required
- Providing technical resource and research to adviser and management teams
- Working with administrators and advisers to achieve good client outcomes
- Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards
- Keep up to date with legislative and industry changes that will affect the business and its clients
Skills & Experience
- Diploma in (Regulated) Financial Planning (or equivalent) qualified, or near completion
- Experience in paraplanning, or looking to take the next step into paraplanning
- Experience of working within a financial advice or wealth management environment
- Strong technical knowledge of pensions, investments, tax planning, and protection products
- Ability to produce accurate, compliant, and client-focused suitability reports
- Excellent understanding of FCA regulations and advice standards
- High attention to detail and commitment to maintaining technical accuracy
- Strong analytical and problem-solving skills for complex planning cases
- Effective communication skills
- Ability to manage multiple priorities and work to deadlines in a fast-paced environment
Our office locations for this role
Ashford, Kent ● Battle, East Sussex ● Bognor Regis, West Sussex ● Brentwood, Essex ● Colchester, Essex ● Frimley, Surrey ● Hadleigh, Essex ● Sunningdale, Berkshire ●
Please email jobs@absolute-financial.com to share your CV with a covering note.
