Paraplanner

Step into a pivotal paraplanning role within a growing financial services operation

The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration.

Salary up to £50,000 + hybrid working 3 days in the office and 2 from home, Office in Richmond

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• Accelerated professional growth with exposure to complex cases and regulatory standards
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• Greater independence in workload management, backed by a supportive team
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• Structured development with access to training, mentoring, and career coaching
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• Flexible working arrangements and an inclusive, energetic culture
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Responsibilities

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• Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation
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• Collaborate with advisers to tailor recommendations and draft client-ready reports
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• Maintain accurate client records, ensure regulatory compliance, and support annual reviews
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• Contribute to process improvements to streamline case management and documentation
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• Assist with project work and ad-hoc analysis as required by the team
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Candidate profile

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• A proven track record in financial planning support, within paraplanning
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• Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material
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• Proactive, collaborative, and adaptable with a genuine interest in learning and growth
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• Excellent communication and teamwork capabilities
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