Paraplanner

A progressive and growing independent financial advice firm is looking to appoint an associate Paraplanner to support its Financial Advisers and develop into a full Paraplanner role.

This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression.

Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home

Working alongside experienced Paraplanners and Advisers, the successful candidate will:

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  Support the preparation of suitability and recommendation reports

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  Assist with research across pensions, investments, and protection products

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  Help analyse client circumstances, objectives, and risk profiles

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  Carry out cashflow modelling and basic technical analysis

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  Maintain accurate client records and documentation on back-office systems

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  Develop the confidence to support and challenge adviser recommendations as experience grows

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  GCSEs (or equivalent) including English and Maths

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  Currently studying towards the Diploma in Financial Planning (Level 4)

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  Experience in an IFA or Wealth Management environment

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  Some experience producing client-facing reports or suitability letters

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  Strong attention to detail and a genuine interest in financial planning

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  Motivated, curious, and keen to progress into a full Paraplanner role

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  A clear development pathway into a Paraplanner position

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  Structured training and technical mentoring

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  Hybrid / agile working model

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  Generous holiday allowance with holiday trading

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  Employer pension contributions and flexible benefits package

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