Paraplanner​/Trainee Financial Adviser

Job Details:
Paraplanner/Trainee Financial Adviser

Vacancy No: VN309

Location:

Home Based (National)

Employment Type:

Full‑time

Broadstone has an exciting opportunity for a Paraplanner/Trainee Financial Adviser to join their team. Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown to a workforce of around 850.

Broadstone is committed to building an inclusive working environment, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments.

We operate out of 13 regional hubs stretching from London to Glasgow.

• Producing high‑quality paraplanning work, including research, analysis, technical summaries, recommendation rationale and suitability documentation.
• Supporting advisers and clients across pensions, retirement planning, investments, tax‑efficient planning, estate planning and protection.
• Using the financial planning system (Dynamic Planner) to support the advice process, including risk profiling, cashflow modelling, client reviews and planning outputs.
• Gradually building and managing own client bank, aligned to experience, business need and internal advice processes.

• Previous experience as a Paraplanner, including the preparation of suitability reports, technical research, recommendation rationale and advice files.
• Level 4 qualification in regulated financial planning, or clear progress toward this qualification.
• Strong knowledge in pensions, investment planning, risk profiling, asset allocation, tax‑efficient savings and protection planning.
• Confident in communicating with others, both written and verbally.

• Competitive salary
• 25 days holiday plus bank holidays (with option of buying more)
• Group Life Assurance
• Income Protection
• Generous pension scheme
• Health cash plan
• Additional optional benefits to best suit your lifestyle
• Social events
• Volunteering opportunities