Paraplanner - Hybrid s and route to adviser

Paraplanner

Stansted Mountfitchet

£40,000 – £60,000 (depending on experience)

Hybrid working (Monday and Friday from home)

Client Overview

This is a boutique, whole-of-market financial planning firm of 22, known for delivering genuinely holistic and personalised advice. Relationships matter here - both with clients and within the team.

Paraplanning is seen as a core part of the advice process,. You’ll sit alongside a lead adviser, supported by a client manager and a dedicated administration team, working together to deliver a seamless experience.

This would suit an experienced Paraplanner, Diploma qualified, who enjoys building technical knowledge and being involved in the wider client journey.

Role Details

• Working closely with a lead adviser, you will be producing high-quality suitability reports and undertaking detailed technical research.
• Carrying out cashflow forecasting and preparing bespoke reports tailored to individual client objectives.
• Attending client meetings, helping capture actions and ensuring follow-ups are completed smoothly.
• Contributing to holistic financial planning strategies using whole-of-market research.
• Operating within a collaborative team of adviser, client manager and admin support, where communication is open and shared.
• Ideal for someone who enjoys the technical depth of paraplanning but also values being part of a close-knit team environment.

Benefits / Details

• £40,000 – £60,000 salary depending on experience.
• Hybrid working with Mondays and Fridays from home.
• 25 days holiday, 6% pension, private medical, critical illness and death-in-service cover.
• Full exam support through to Chartered status.
• Clear progression into an Adviser role for those who want that long term.

If this sounds like the right kind of role and culture for you - please apply.