Paraplanner – Hybrid (Droitwich, Worcestershire)
Salary: £40,000 – £45,000 (up to £50,000 for Chartered / highly experienced candidates)
Location: Droitwich (3 days office / 2 days home)
Type: Full-time, permanent
An excellent opportunity has arisen for an experienced Paraplanner to join a highly respected and forward-thinking financial planning firm based in Droitwich. This is a key role within a well-established team, offering the chance to work closely with Chartered Financial Planners and contribute to the delivery of high-quality, client-focused financial advice.
The successful candidate will join a business that values professionalism, collaboration, and technical excellence, with genuine opportunities for ongoing development and progression.
The Role
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Prepare detailed research and suitability reports across a range of financial planning areas, including pensions, investments, and protection.
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Support advisers in developing strategies for more complex client cases, ensuring all recommendations are technically accurate and compliant.
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Liaise with clients and providers where appropriate to gather information and progress cases efficiently.
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Maintain comprehensive client records and ensure all work meets regulatory requirements.
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Play an active role in refining internal paraplanning processes and contributing to a culture of continuous improvement.
About You
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Hold the Level 4 Diploma in Regulated Financial Planning (or Certificate in Paraplanning) as a minimum.
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Possess proven experience in a paraplanning role within a financial planning or wealth management environment.
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Ideally Chartered or working towards Chartered status.
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Demonstrate strong technical knowledge and the ability to handle complex advice areas, including tax and retirement planning.
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Be highly organised, detail-oriented, and proactive in supporting both advisers and clients.
The Offer
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Hybrid working: 3 days in the office and 2 days from home each week.
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Salary negotiable, depending on experience and qualifications – typically in the £40,000–£45,000 range, with up to £50,000 available for a highly experienced Chartered Paraplanner.
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Support with further qualifications and professional development.
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A friendly, professional working environment within a respected, growing firm.
This is a superb opportunity for an ambitious, technically capable Paraplanner to join a firm that truly values quality and professionalism
Sector:
- Financial Services
- Financial Planning
