Paraplanner

Paraplanner – £35,000 to £45,000 | Hybrid | Professional, Supportive Firm

Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business?
This is an exciting opportunity to become part of a firm that truly values quality advice, collaboration, and career development.

The Role

As a Paraplanner, you’ll work closely with advisers to deliver high-quality, compliant financial advice and play a key part in helping clients achieve their financial goals.

You’ll be responsible for conducting in-depth product research, preparing financial plans, and producing clear, accurate suitability reports — all while contributing to a positive, professional team environment.

Key Responsibilities

• Conduct detailed research on financial products, including pensions, investments, insurance, and tax strategies.

• Analyse client portfolios and identify opportunities for improvement or growth.

• Prepare tailored financial plans and recommendations in line with client objectives.

• Draft high-quality suitability reports and investment proposals.

• Ensure all work meets FCA compliance standards.

• Attend client meetings when required to assist with fact-finding and risk profiling.

• Provide clients with regular updates and reviews of their portfolios.

About You

• Diploma in Regulated Financial Planning (Level 4) or working towards completion.

• Previous experience in a Paraplanning or Financial Planning Support role.

• Strong knowledge of financial products and services.

• Excellent attention to detail and communication skills.

• Confident working both independently and as part of a team.

• Proficient in financial planning software and Microsoft Office.

What’s on Offer

• Competitive salary of £35,000 – £45,000, depending on experience.

• Full study support towards further qualifications.

• A supportive, collaborative working culture.

• Flexible and hybrid working arrangements.

• Excellent benefits package, including pension and holidays.

If you’re an experienced Paraplanner looking for a role where your expertise is valued and your development is supported, this could be the perfect next step for you.

Apply today to find out more or arrange a confidential chat.