You’ll 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, you’ll 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 you’ll 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
You’ll 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, we’d love to hear from you. Apply today to be considered.
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Salary description
£35000.00 - £40000.00 per year