We are currently partnering with one of the UK’s most prestigious and well-established financial planning firms, widely recognised for its excellent reputation, strong client relationships and high standards of advice. They are seeking an experienced Paraplanner to join their team on a 12-month fixed-term contract.
This is a fantastic opportunity to work within a highly professional and collaborative environment, gaining exposure to complex cases while contributing to a respected and market-leading business.
The Role:
As a Paraplanner, you will provide vital support to Financial Planners, delivering high-quality technical analysis and report writing to ensure client recommendations are accurate, compliant, and tailored.
Key Responsibilities:
- Producing detailed suitability reports across pensions, investments, and protection
- Carrying out thorough research and technical analysis
- Supporting advisers in developing holistic financial plans
- Liaising with providers and maintaining accurate client records
- Ensuring all work adheres to regulatory and compliance standards
About You:
- Level 4 Diploma qualified (essential)
- Demonstrable experience in a Paraplanning role within financial planning
- Strong technical knowledge across core advice areas
- Excellent written communication and analytical skills
- High attention to detail and ability to manage workloads effectively
What’s on Offer:
- Basic salary up to £58,000 (depending on experience)
- Discretionary bonus
- Excellent benefits package
- Opportunity to work with a leading, highly respected firm
- Supportive and professional team environment
If you’re an experienced Paraplanner available for a 12-month contract and keen to join a top-tier firm, please get in touch to find out more.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
