We are currently recruiting on behalf of a highly respected, Chartered Financial Planning company with an outstanding reputation across the UK. This well-established business operates at the top end of the market, providing truly holistic, independent advice to a high-quality client base. Having grown organically over the past decade, they continue to go from strength to strength with no signs of slowing down.
This is an excellent opportunity to join a forward-thinking firm that places real value on its people, offering strong career progression, exam support and a collaborative working environment.
The Role
As a Paraplanner, you will provide high-level technical support to a team of Financial Planners, helping to deliver tailored advice to clients. You will be supported by an experienced in-house administration team, allowing you to focus on core paraplanning and technical responsibilities.
Key responsibilities will include:
- Preparing detailed suitability reports and financial planning documentation
- Conducting technical research and analysis across a range of financial products
- Assisting Financial Planners in developing comprehensive client strategies
- Ensuring all recommendations meet regulatory and compliance standards
- Supporting client review processes and ongoing servicing
About You
- Minimum of 2 years’ experience in a Paraplanning role
- Ideally Level 4 Diploma qualified (or working towards)
- Strong technical knowledge across pensions, investments, and protection
- Excellent attention to detail and report-writing skills
- Ability to work collaboratively within a professional team environment
What’s on Offer
- Competitive salary up to £48,000
- Discretionary bonus scheme
- Hybrid working (2 days in the office, 3 from home)
- Full support with professional qualifications and exams
- Clear progression pathways within a growing business
- Comprehensive benefits package
If you’re looking to join a prestigious, independent firm where your expertise will be valued and your career can truly develop, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
