This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions.
The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations.
This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time.
Paraplanner Requirements
Essential
• Proven experience working as a Paraplanner within financial planning or wealth management
• Level 4 Diploma in Regulated Financial Planning
• Strong technical knowledge across pensions and investments
Desirable
• Experience using cash flow modelling software
• Experience working in a centralised or technical paraplanning team
The Company
You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture.
Paraplanner Benefits
• Salary £35,000 to £42,000 depending on experience
* Salary of up to £48,000 available for candidates who are Chartered or close to achieving Chartered status
• Hybrid working with only one day per week in the office
• Early finish every Friday
• 28 days holiday plus bank holidays and birthday off
• Employer pension contribution and life cover
• Health and wellbeing benefits and structured training support
Location
This Paraplanner job is based from either Market Harborough, Birmingham, Barnstaple or Newcastle with hybrid working available.
If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence.
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Salary description
£35000.00 - £48000.00 per year