Paraplanner

We’re working with a fully independent, nationally established financial planning organisation that continues to thrive across the UK. Known for delivering truly client-centric advice, the firm combines the strength of a national presence with the culture of a close-knit, supportive team.

As part of their ongoing growth, they are looking to recruit an additional Paraplanner to support their highly qualified Financial Planners. This is an excellent opportunity for a technically minded individual who values autonomy, team collaboration, and the chance to be involved in meaningful client work.

The Role:

As a Paraplanner, you will work closely with a team of highly qualified Financial Planners, supporting them in delivering exceptional advice and service to a broad client base. This role offers the chance to have regular client contact, contributing to complex advice cases and helping to shape tailored financial planning solutions.

Your responsibilities will include:

• Preparing detailed research and technical analysis to support client recommendations.
• Writing high-quality, compliant suitability reports.
• Assisting Financial Planners with complex planning queries.
• Working collaboratively with internal teams to ensure seamless client service.

What They’re Looking For:

• Proven experience in a Paraplanning role within financial planning or wealth management.
• Level 4 Diploma (or working towards it).
• Strong knowledge of financial planning products and regulations.
• Excellent written and verbal communication skills.
• A proactive, team-oriented approach.

What’s on Offer:

• Salary up to £45,000 depending on experience
• Annual discretionary bonus of up to 10%
• Excellent benefits package
• 25 days holiday + bank holidays + your birthday off
• Hybrid working (with flexibility)
• Flexible hours (e.g. 8am-4:30pm or 9am-5:30pm)
• Valuable share option scheme