We are working with a highly respected, independent Chartered Financial Planning firm who are looking to appoint an experienced Paraplanner to join their close-knit and highly supportive team.
This is a fantastic opportunity to join a boutique business known for its genuinely friendly culture, excellent working environment, and strong commitment to both client care and employee development. The firm has built an outstanding reputation for delivering high-quality, tailored financial planning advice and takes real pride in maintaining a collaborative, people-first approach.
The successful candidate will play a key role in supporting advisers and contributing to the delivery of high-quality financial planning solutions. This is an excellent opportunity for an experienced Paraplanner looking to join a progressive firm that offers both autonomy and long-term career development.
Key responsibilities:
- Providing high-quality technical paraplanning support to financial advisers
- Preparing suitability reports and detailed financial planning recommendations
- Conducting research across a range of financial products and providers
- Supporting advisers with complex client cases and strategy development
- Ensuring all advice is fully compliant and accurately documented
- Liaising with providers and internal teams to ensure smooth delivery of advice
About you:
- Previous experience working as a Paraplanner within financial planning or wealth management
- Strong technical knowledge of financial planning products and solutions
- Progress towards or completion of relevant professional qualifications (e.g. Diploma in Financial Planning) is desirable
- Excellent analytical, written and communication skills
- High attention to detail and ability to work independently as well as part of a team
Package:
- Salary up to £50,000 (dependent on experience and qualifications)
- Hybrid working – 3 days in the office / 2 days from home
- 25 days’ holiday plus bank holidays
- Pension scheme
- Income protection cover
- Full exam support and clear progression opportunities within the business
This is a brilliant opportunity to join a highly regarded boutique firm where you will be valued, supported, and given clear scope to progress your career within a positive and professional environment.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
