Paraplanner

Paraplanner (Junior Paraplanner route available)

Plymouth

Office based

Salary negotiable dependent on experience and qualifications

Are you an administrator in financial services who’s started the Level 4 Diploma? Or are you a part- or fully qualified Paraplanner looking to join a supportive and collaborative team? This role is a great opportunity to take the next step in your career - whether you’re moving from administration into paraplanning or already established in a paraplanning role.

The Business

This well-established financial advisory firm has a friendly and stable team environment. With around 20 staff members, they have a strong focus on team cohesion and culture. You’ll be part of a business that values collaboration and is committed to supporting its people - from in-house training to long-term career progression. There’s a real sense of community here, with experienced staff who are always happy to share their knowledge.

The role

As a Paraplanner, you’ll provide essential support to the advisory team. Your work will involve:

• Researching and preparing suitability reports
• Providing technical support and analysis
• Building cashflow models and helping with review preparation when established
• Supporting colleagues and collaborating on cases

The Benefits

• Competitive salary
• Holiday days
• Employer pension
• 1pm finish every Friday!
• Study support
• Training and development plan to suit your skills
• Progression opportunities
• Full benefits to be confirmed.

How to apply

If you’d like to explore this opportunity, click to apply and we’ll be in touch for a short introductory call. After that, interviews will be arranged directly with the business.

Synonyms

Junior Paraplanner, Trainee Paraplanner, Report Writer, Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator