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Paraplanner - Route to Paraplanner Manager Hybrid DOE
Job in
High Wycombe, Buckinghamshire, HP109, England, UK
Listed on 2026-06-05
Listing for:
Financial Divisions
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Excellent Benefits & Supportive Culture
A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning.
The Role
- Support advisers with research, analysis, and suitability reports
- Build and maintain cashflow models
- Prepare client review packs and documentation
- Manage client queries, withdrawals, and policy changes
- Attend client meetings where required
- Maintain accurate records and manage cases efficiently
What You'll Need
- Level 4 Diploma (essential)
- Paraplanning experience within an IFA environment
- Strong knowledge of pensions, investments, and protection
- Excellent attention to detail and communication skills
- Ability to manage multiple cases and deadlines
What's on Offer
- Hybrid and flexible working
- Full admin and paraplanning support structure
- Exposure to quality clients and varied cases
- Supportive, team-oriented culture
- Clear opportunity for career progression
If you're a driven Paraplanner looking for your next step in a progressive firm, we'd love to hear from you - Please contact Sam at Financial Divisions.
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