Associate Paraplanner

Junior Paraplanner – Elevate Your Career with a Leading Wealth Management Firm

Are you completing basic reports and research and looking to level up your career? Join a firm that puts people at the heart of everything it does—whether that’s helping clients achieve their financial goals or supporting its employees to reach their full potential.

Salary £35,000 - £40,000 + Hybrid working

This full-time, permanent role offers hybrid working, a competitive benefits package, and the chance to work with one of the UK’s leading independent financial advisory and wealth management firms. If you're eager to learn, thrive in a collaborative team, and want to be part of a company that values integrity, innovation, and excellence, this is the perfect opportunity for you.

Why Join this firm:

Career Development & Study Support – Full funding and support to complete your Diploma in Financial Planning and progress to a fully qualified Paraplanner.

Flexible Working & Holidays – Hybrid working, flexi time, generous holiday allowance with buy & sell scheme, and your birthday off.

Annual Bonus & Pension – Competitive salary with a discretionary bonus and a contributory pension scheme.

Your Role as a Junior Paraplanner:

As part of our experienced Paraplanning team, you’ll play a crucial role in supporting our independent financial advisers by conducting research and preparing financial plans that help clients build a secure financial future.

Conducting comprehensive financial research on products and investments using company-approved tools.

Preparing and delivering bespoke investment reports, analysing portfolios, and benchmarking against industry standards.

Assisting with complex financial planning reports across multiple financial planning areas.

Supporting the team in technical and regulatory development, working closely with Senior Paraplanners.

Researching and staying up to date with legislation, technical developments, and product information.

Participating in firm-wide research projects, ensuring deadlines are met.

What We’re Looking For:

Experience completing suitability reports

Working towards your Diploma in Financial Planning (RO exams completed or in progress).

Strong research and analytical skills, with an interest in financial planning and investment strategies.