Technical Paraplanner

Paraplanner

We are a well‑established, local directly authorised financial planning firm in Bradford‑on‑Avon looking to recruit a Technical Paraplanner as part of our growth journey.

In this role you will work on high net worth (HNW) & ultra‑high net worth (UHNW) cases, collaborating closely with our Financial Advisors. You will often handle cases involving trusts, so experience or a STEP qualification is advantageous.

We seek growth‑mindset professionals excited by technology and committed to delivering excellent client service. Career progression includes support towards becoming a specialist or moving onto becoming a Financial Advisor.

• Level 4 Diploma qualified, ideally with advanced qualifications such as Chartered or STEP.
• Experienced paraplanner, confident undertaking thorough research and report writing.
• Desire to be part of a growing team and actively contribute to business growth.

• Salary negotiable based on experience and qualifications.
• Company benefits.
• Primarily office‑based with flexibility of 1–2 days working from home.
• Exciting opportunity to play a key role within a growing team.

• Bradford-on-Avon

• Mid‑Senior level

• Full-time

• Finance and Sales

• Investment Advice

Contact: .