Paraplanner - Hybrid 2 days in the office, 3 from home

An exciting opportunity has arisen to join a respected national financial services and wealth management organisation known for its client-focused approach and commitment to delivering high-quality, personalised advice. With multiple offices across the UK and a reputation for excellence, this firm offers a collaborative, forward-thinking environment with clear progression opportunities.

As part of their expanding team, they are now looking for a qualified Paraplanner to provide high-quality technical support to Financial Planners. This role offers exposure to complex financial planning scenarios, structured development, and the opportunity to work closely with highly experienced professionals.

Location: Hybrid (2 days in the office, 3 from home)
Salary: Up to £45,000 basic + bonus and benefits
Contract: Full-time, permanent

Key Responsibilities

• Provide technical support to Financial Planners in the preparation of client advice
• Conduct detailed product and fund research in line with client objectives
• Create financial plans and cashflow models using modern tools and platforms
• Assist with report writing, fund switches, and encashment letters
• Liaise with product providers and third parties to support the advice process
• Maintain accurate client records and ensure compliance with FCA regulations
• Contribute to a collaborative, high-performing team environment

What You’ll Need

• Diploma in Regulated Financial Planning (Level 4)
• Experience in a paraplanning or technical support role within financial services
• Strong understanding of the financial planning process and regulatory environment
• Excellent attention to detail, analytical skills, and the ability to manage deadlines
• Comfortable using financial planning software, research tools, and Microsoft Office

Benefits

• Competitive basic salary up to £45,000
• Hybrid working model (2 days in-office, 3 days from home)
• 25 days holiday plus bank holidays (with buy/sell options)
• 4x salary Group Life Assurance
• 5% employer pension contribution
• Private Medical Insurance
• Group Income Protection
• Plus, a wide range of additional benefits and wellbeing perks

This is a great opportunity for a motivated and detail-oriented Paraplanner to join a supportive and ambitious firm that values personal development and long-term career growth.