We are proud to be partnering with a national, award-winning financial planning practice that has built an outstanding reputation across the UK, with a particularly strong presence in the South West. Known for its client-first approach and exceptional standards of advice, this firm is widely regarded as one of the best places to work in the industry.
With minimal staff turnover and a genuinely supportive, collaborative culture, this is a business that truly values its people. Many employees have long tenures, reflecting the positive working environment and strong internal culture.
Due to continued growth, they are now seeking a qualified Paraplanner to join their team.
The Role:
This is a key position within the business, providing high-level technical support to a team of Financial Advisers. You will also have administrative support working with you, allowing you to focus on delivering quality technical work.
Key Responsibilities:
- Producing detailed and compliant suitability reports
- Conducting technical research across pensions, investments, and protection
- Supporting Financial Advisers in developing robust financial strategies
- Ensuring recommendations are aligned with client objectives and regulatory standards
- Working closely with administrators who will support with processing and paperwork
About You:
- Level 4 Diploma qualified (essential)
- Experience in a Paraplanning role within a financial planning environment
- Strong technical knowledge across pensions, investments, and protection
- Excellent report writing and analytical skills
- Organised, detail-oriented, and able to manage multiple cases
What’s on Offer:
- Basic salary up to £50,000 (depending on experience)
- Discretionary bonus
- Generous pension and holiday allowance
- Private medical insurance
- Life assurance
- Income protection
- A genuinely supportive, long-term career environment within an award-winning firm
This is a fantastic opportunity for a Paraplanner looking to join a highly respected business where you can focus on what you do best, within a team that values quality, professionalism, and people.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
