Paraplanner

Para Planner

Location: Market Harborough or Birmingaham
Employment Type: Full-Time (with an early Friday finish)
Salary: £35,000-£42,000 (depending on experience)

Take your paraplanning career to the next level with a growing, supportive financial planning firm offering hybrid working, early Friday finishes, and genuine career development.

An established and expanding financial planning practice is looking for an experienced Paraplanner to join its technical support team. This is an excellent opportunity to work in a collaborative environment where your technical expertise is valued, your professional development is encouraged, and work-life balance is a genuine priority.

You'll work closely with Financial Planners to deliver high-quality technical support, helping provide tailored financial planning solutions and excellent client outcomes.

We're looking for someone who has:

• Proven experience as a Paraplanner within financial planning or wealth management.
• A Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Strong knowledge of pensions, investments and tax-efficient planning strategies.
• Excellent report-writing skills with the ability to explain complex information clearly.
• Experience using cashflow modelling soft...