Paraplanner

A progressive and growing independent financial advice firm is looking to appoint an associate Paraplanner to support its Financial Advisers and develop into a full Paraplanner role.

This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression.

Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home

Working alongside experienced Paraplanners and Advisers, the successful candidate will:

• Support the preparation of suitability and recommendation reports

• Assist with research across pensions, investments, and protection products

• Help analyse client circumstances, objectives, and risk profiles

• Carry out cashflow modelling and basic technical analysis

• Maintain accurate client records and documentation on back-office systems

• Develop the confidence to support and challenge adviser recommendations as experience grows

• GCSEs (or equivalent) including English and Maths

• Currently studying towards the Diploma in Financial Planning (Level
  4)

• Experience in an IFA or Wealth Management environment

• Some experience producing client-facing reports or suitability letters

• Strong attention to detail and a genuine interest in financial planning

• Motivated, curious, and keen to progress into a full Paraplanner role

• A clear development pathway into a Paraplanner position

• Structured training and technical mentoring

• Hybrid / agile working model

• Generous holiday allowance with holiday trading

• Employer pension contributions and flexible benefits package