Paraplanner

Paraplanner – Hybrid | Salary: £30,000 – £45,000 DOE + Benefits

We’re looking for a Paraplanner to join a growing wealth management business. Whether you’re an experienced Paraplanner looking for a long-term career role, or a more junior candidate keen to progress towards becoming an adviser in the next 2–3 years, this is an excellent opportunity.

Role Overview:

• Support advisers with research, report writing, and preparing client documentation.

• Collaborate with a team of 5 paraplanners (including the Head of Paraplanning), administrators, and advisers in a flexible pod structure.

• Provide accurate and compliant support across pensions, investments, and protection.

• Contribute to annual reviews and ongoing client servicing.

• Opportunity to progress into an Adviser role in the future if desired.

What we’re looking for:

• A Paraplanner with strong organisational skills – doesn’t need to be highly technical.

• Open to Diploma-qualified or those still working towards exams.

• Previous experience in financial planning support preferred (IFA admin, trainee paraplanner, or paraplanner).

• Team-oriented individual able to adapt to flexible working.

Package & Benefits:

• Salary: £30,000 – £45,000 DOE & qualifications (Diploma holders ~£40k+)

• Staff bonus (typically 5%)

• Hybrid working: flexible rota (2–3 office days per week, set on a rolling 4-week schedule)

• 25 days holiday + Bank Holidays

• Pension (matched up to 5%), life cover, income protection

• Supportive environment with progression to Adviser possible

• Free-flowing collaborative culture, with flexible working across the team