Paraplanner – Full-time, Milton Keynes | Office-based (flexibility post-probation)
Salary £35k-£45k doe
About the role
We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind.
Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this:
- They recognise commitment and reward contribution
- Collaborative — advisers and support work as one team
- A structured internal academy and progression routes
- A growing business, which means there is plenty of opportunity to grow with them
- They will support exams through both in-house mentoring and the Openwork Business School.
About the role
We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher.
Someone who can:
- Draft high-quality suitability reports and client communications
- Can review complex cases and challenge thinking where necessary
- Regularly contribute ideas to improve processes and client outcomes
- Has experience supporting advisers with pre- and post-meeting preparation
- Can maintain compliance standards in line with FCA and Openwork requirements
- Conduct detailed technical research across pensions, investments, tax planning and protection
- Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent)
- Analyse client portfolios and make recommendations aligned with suitability and compliance standards.
If that’s you, keep reading.
About you
To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who’s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player.
Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes.
Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too.
If this role is right for you then the following is on offer:
- £35,000–£45,000 salary, dependent on experience
- Hybrid/flexibility discussed after successful probation
- 20 days holiday plus bank holidays
- Company pension
- Free parking
- Free refreshments on site
- Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more.
If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we’d love to hear from you.