Paraplanner

We are currently working in partnership with a highly respected, independent firm of Chartered Financial Planners to recruit an experienced Paraplanner.

This is an excellent opportunity for a career paraplanner who enjoys the technical side of financial planning and takes pride in producing high-quality, detailed work. This position is suited to someone who wants to continue developing as a technical specialist within a supportive, professional environment.

The Business

Our client is an established and organically grown independent financial planning firm with an outstanding reputation for delivering high-quality, client-focused advice.

The Opportunity

Due to an internal promotion, they are seeking a technically strong Paraplanner to act as a key resource within the business. You will work closely with advisers and the wider team, supporting complex cases and helping maintain exceptional standards of advice across the firm.

Key Responsibilities:

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• Providing high-level paraplanning support to advisers
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• Producing detailed and accurate suitability reports
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• Conducting complex technical research and analysis
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• Preparing tax calculations (IHT, CGT, Annual Allowance, etc.)
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• Reviewing files for complex and higher-risk cases
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• Preparing client valuations and investment analysis
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About You:

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• Diploma-qualified as a minimum (Chartered progression supported)
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• Strong technical knowledge across pensions, investments, taxation and estate planning
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• Experience working within an independent financial planning environment
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• Excellent analytical and problem-solving skills
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• High attention to detail and accuracy
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• A Pension Transfer Specialist qualification (G60, AF3 or AF7) would be advantageous but is not essential.
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Working Hours:

Monday to Thursday: 8:45am – 5:00pm

Friday: 8:45am – 12:45pm

Benefits:

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• Salary up to £50,000 (dependent on experience)
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• Discretionary bonus
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• 8% employer pension contribution
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• Group Life Cover & Income Protection
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• 25 days holiday + Bank Holidays
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• Option to purchase additional leave
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• Full support towards Chartered and Fellowship qualifications
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This is a fantastic opportunity to join a stable, independent firm where technical expertise is genuinely valued and rewarded.