Paraplanner

An established and highly respected financial planning business is continuing an exciting period of growth following its acquisition by a major national wealth management group. With significant investment, ambitious expansion plans and a strong commitment to delivering exceptional client outcomes, the firm is now looking to recruit an experienced Paraplanner to join its growing technical team.

Working closely with a team of Senior Financial Planners, you'll play a key role in delivering high-quality technical support across a varied portfolio of clients. This is an excellent opportunity to join a supportive, forward-thinking business that genuinely invests in its people, offering long-term career progression and ongoing professional development.

The Role

As an experienced Paraplanner, you will:

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• Produce high-quality, compliant financial planning reports.
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• Conduct detailed technical research across pensions, investments and protection.
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• Analyse existing client arrangements and identify suitable recommendations.
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• Support Financial Planners with complex client cases and ongoing reviews.
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• Prepare review packs, illustrations and suitability documentation.
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• Liaise with providers and assist with technical client queries.
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• Maintain accurate client records and ensure regulatory compliance.
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• Keep up to date with financial planning legislation and industry developments.
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About You

To be considered, you should have:

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• Previous Paraplanning experience within an IFA or Financial Planning practice.
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• Strong report writing and technical research skills.
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• Excellent organisational skills and the ability to manage a varied workload.
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• Strong communication skills with a high level of attention to detail.
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• Diploma qualified (preferred), although experienced Paraplanners working towards Level 4 will also be considered.
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What's on Offer?

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• Salary of £40,000-£65,000 depending on experience.
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• Annual bonus.
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• Hybrid working (3 days in the office, 2 from home).
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• Flexible start and finish times.
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• Choice of which office days you attend.
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• 25 days holiday plus Bank Holidays, increasing with service.
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• Birthday leave.
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• Holiday purchase scheme.
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• Pension and life assurance.
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• Fully funded professional qualifications and study support.
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• Employee discounts and additional lifestyle benefits.
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Please note that, due to the office location, applicants must be able to drive and live within approximately 20-25 miles of the office.

If you're an experienced Paraplanner looking to join a growing, well-established financial planning business with genuine long-term career prospects, we'd love to hear from you.