Paraplanner – office

An exciting opportunity has arisen for an experienced Paraplanner to join one of the UK’s leading Financial Planning and Wealth Management firms.

This role offers excellent flexibility, with just 1 day per week required in the office, alongside the opportunity to work closely with a team of highly successful Financial Planners. You’ll play a key role in delivering high-quality advice to a well-established and growing client base.

This is a highly collaborative position where you will be a valued member of the team, with regular client interaction and genuine involvement in the advice process.

Key Responsibilities:

• Supporting Financial Planners in the preparation of suitability reports and recommendations
• Conducting detailed research and analysis across a wide range of financial planning solutions
• Assisting in the development of client strategies and financial plans
• Liaising with clients and providers to ensure a smooth and efficient process
• Ensuring all work is completed in line with regulatory requirements

Requirements:

• Level 4 Diploma qualified (essential)
• Proven experience in a Paraplanner role
• Strong technical knowledge across pensions, investments, and protection
• Excellent attention to detail and report writing skills
• Strong communication skills with a proactive, team-oriented approach

What’s on Offer:

• Competitive basic salary up to £47,000
• Discretionary bonus
• Comprehensive benefits package
• Hybrid working (1 day per week in the office)
• The opportunity to join a market-leading firm with excellent career development prospects

This is a fantastic opportunity for a motivated Paraplanner looking to take the next step in their career within a highly respected and supportive environment.