Paraplanner

Paraplanner – Chartered IFA firm | hybrid working 1 day a week in the office

A leading Chartered Financial Planning firm is seeking a skilled and motivated Paraplanner to join its award-winning team. With a competitive salary of up to £48,000 (based on approximately 34.5 hours per week) and the opportunity to work from home, this role offers an exceptional chance to develop a long‑term career within a highly respected organisation.

Due to strong demand, opportunities of this calibre are rare and applications are encouraged promptly.

This firm is recognised for its industry-leading expertise, robust strategies, and consistently strong client outcomes. Employees become part of a collaborative environment of top‑tier professionals who actively share knowledge and success. Each team member plays a direct role in shaping significant client financial milestones.

The company is committed to investing in its people, offering attractive rewards and benefits that grow alongside the business. Individual contributions are not only valued but considered essential to ongoing success.

• Analyse client portfolios using advanced analytical models to develop effective financial strategies
• Produce clear, accurate suitability letters, reports, and detailed compliance documentation to the highest industry standards
• Conduct in‑depth product research alongside consultants to create tailored financial solutions
• Construct portfolios in line with client risk profiles and a globally respected asset allocation model
• Provide essential administrative and technical support during peak periods to ensure smooth client and adviser operations

• Has proven experience in financial planning, with a background in a dedicated paraplanning role
• Confident using industry financial planning software
• Holds a Level 4 Diploma or is part‑qualified, with a strong commitment to ongoing professional development
• Demonstrates accuracy, professionalism, and a proactive approach to client service

The firm promotes a culture built on fairness, innovation, and mutual respect. It offers a supportive environment that encourages long‑term growth, professional development, and excellence at every level. Employees are empowered to contribute meaningfully while being supported at every stage of their career.

This is an opportunity to join a forward‑thinking financial planning practice and play a key role in shaping the future of the profession.

Applications are now invited for this outstanding paraplanning opportunity.