Paraplanner

A well-established and fast-growing financial planning firm is looking to recruit an experienced Paraplanner to join its national paraplanning function. This is an excellent opportunity for a qualified or part-qualified paraplanner seeking long-term career development within a supportive, forward-thinking environment.

The role

Working closely with Financial Advisers, you will play a key role in the delivery of high-quality financial advice. The position is technically focused and offers exposure across a broad range of planning areas including pensions, investments, protection, and estate planning.

Key responsibilities include:

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• Conducting detailed financial analysis and cashflow modelling
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• Preparing suitability reports and financial planning documentation
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• Supporting advisers with technical research and recommendations
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• Using financial planning and back-office systems to model scenarios
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• Ensuring all work is completed in line with FCA regulations
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• Maintaining accurate and up-to-date client records
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About you

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• Qualified or working towards the CII Level 4 Diploma
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• Strong technical knowledge across pensions, investments, and personal tax
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• Previous experience in a paraplanning or financial planning support role
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• High attention to detail and strong organisational skills
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• Confident communicator, both written and verbal
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• Comfortable working to deadlines in a regulated environment
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Working pattern

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• Hybrid working is standard across the business: 3 days in the office, 2 days from home
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• This structure is not flexible, but offers consistency and strong team collaboration
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Career progression

The firm is experiencing significant growth and offers clear long-term progression opportunities across multiple areas of the business.

Paraplanners wishing to progress into client-facing adviser roles are typically supported into a structured pathway within the Wealth Builder Advice function, with full training and exam support provided.

Package & benefits

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• Salary circa £45,000, dependent on experience
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• Matched pension contributions
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• Private medical insurance
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• Life assurance and income protection
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• Generous holiday allowance (with increases for long service) plus birthday off
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• Full exam, study and professional subscription support
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• Enhanced family leave and wellbeing support
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• Additional lifestyle benefits including cycle-to-work and electric car schemes
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If you’re a paraplanner looking for stability, progression, and the chance to grow with a successful firm, this role offers an excellent next step.