Paraplanner

New Yesterday

Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm.

Youll play a key part in helping to deliver high-quality financial planning solutions by researching products, analysing client information, and preparing insightful, well-structured reports. Working closely with Advisers, youll be involved in developing personalised strategies across investments, pensions, and retirement planning.

This is an ideal move for someone who enjoys technical depth, thrives on accuracy, and wants to work in a business that actively invests in growth. With the wealth team expanding, there's clear opportunity to progress your career over time, whether into senior paraplanning, advice, or specialist technical work.

What youll be doing

Preparing suitability reports and recommendation packs

Undertaking detailed research across pensions, investments and tax-efficient solutions

Supporting cashflow modelling and technical analysis

Working collaboratively with Advisers, admin and wider support functions

Helping ensure all advice and documentation meets regulatory standards Paraplanner Requirements

You must be Level 4 Diploma in Financial Planning or very close to completion

You should have previous Paraplanning or technical support experience within financial planning

You should have strong knowledge of pensions and investments

You should have ability to produce compliant, well-structured reports

Ideally you should have experience using financial planning software such as cashflow tools or research platforms

Ideally you should have background in hybrid-working wealth environments The Company

Youll be joining a well-established financial services group with a growing wealth arm. The team benefits from strong internal referrals, modern processes, and access to specialist support functions including compliance, marketing and technical expertise. The environment is collaborative, friendly and focused on delivering quality advice. Paraplanner Benefits

Salary circa £35,000 to £40,000

Hybrid working with regular office collaboration

Private medical cover

25 days holiday plus bank holidays

Ongoing professional development support Location

You should be within a commutable distance of the office, with flexibility for hybrid working after initial onboarding.

If this sounds like the right next step in your career, wed love to hear from you. Apply today to be considered.

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Location:
Gb
Job Type:
FullTime
Category:
Banking;Banking

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