Paraplanner

£40,000 to £55,000 dependent on experience and qualifications

Excellent Benefits (See foot of email)

An exceptional opportunity for an experienced Paraplanner ready to take the next step in their career.

I’m delighted to be representing a highly regarded financial planning business that is looking to appoint an experienced,
Qualified Paraplanner to join its growing team.

This is much more than a standard Paraplanner role. The successful candidate will join an organisation that genuinely invests in its people,
offering defined career development, excellent benefits, and a supportive, professional working environment.

Working closely with Financial Planners and supporting the delivery of high-quality client advice, you will play a key role in the end-to-end financial planning process.

The role would suit an experienced Paraplanner who is technically strong, commercially aware, and keen to continue developing their career within a forward-thinking financial planning environment.

Key responsibilities will include:

• Preparing high-quality suitability reports and client documentation
• Conducting detailed research and analysis to support financial recommendations
• Producing cashflow and financial planning analysis where required
• Working closely with Financial Planners to deliver excellent client outcomes
• Supporting the implementation and review of client recommendations
• Maintaining a high level of technical and regulatory knowledge
• Contributing to the continued improvement of internal processes and service standards
• Minimum Level 4 Diploma in Financial Planning
• Proven experience working as a Paraplanner within a financial planning environment
• Strong technical knowledge across core financial planning areas
• Excellent report-writing, analytical and research skills
• High attention to detail and a commitment to producing work of the highest standard
• Excellent communication and organisational skills
• A genuine ambition to develop and progress your career

Further professional qualifications and progression towards Chartered status would be highly valued.

What's on offer?

• £40,000 – £55,000, dependent on experience and qualifications
• Defined career development and progression pathway
• Hybrid working – 3 days per week in the office
• Excellent benefits package
• Supportive, collaborative, and professional culture
• Genuine investment in your long-term development
• The opportunity to build a rewarding career within an exceptional financial planning business
• Competitive salary package.
• Hybrid working pattern (3 days office-based).
• Supportive and collaborative team environment.
• Ongoing training and professional development opportunities.
• The opportunity to play a key role in delivering outstanding client service within a growing team.
• 4% matched pension contributions.
• Income Protection Cover (terms apply).
• Death-in-Service Cover (terms apply).
• Health Shield Cash Plan.
• Employee Assistance Programmes.
• Cycle to Work Scheme.
• Employee Discounts.
• Company Activities.
• Discounted Health Tests.
• Employee referral programme.

This is a stand-out opportunity for an experienced Paraplanner who wants more than simply the next job. If you're looking for a role where your expertise is valued, your development is supported and there is a clear path for progression, this could be the opportunity you've been waiting for.