Paraplanner

Are you a Senior Paraplanner looking for more than just another job?

Become part of a forward-thinking financial planning firm where your expertise is trusted, your ideas are valued, and your development is supported.

Benefits:

\n
• Pensions: 8% employer pension contribution.
\n
• Life & Income Protection
\n
• Financial Perks: Fee-free whole-of-market mortgage and insurance advice.
\n

Time Off & Working Arrangements

\n
• Holiday: Minimum 25 days annual leave plus bank holidays, increasing up to 30 days with service.
\n
• Working Style: Hybrid
\n
• Family Policies: Enhanced maternity, paternity, adoption, and shared parental pay.
\n

Health, Wellbeing & Lifestyle

\n
• Flexible Benefits: Salary sacrifice choices including private medical insurance, extra holidays, and an electric car scheme.
\n
• Wellbeing Support: Access to an employee wellbeing portal and the WeCare health, legal, and financial support app.
\n

Professional Development

\n
• Growth: Extensive learning, development opportunities, and formal study support.
\n

Responsibilities include:

\n
• Producing detailed suitability reports and recommendations across pensions, investments, protection, and retirement planning
\n
• Providing technical support and guidance to Financial Advisers
\n
• Analysing client information and conducting in-depth research
\n
• Assisting with complex cases and bespoke financial planning solutions
\n
• Ensuring all work is compliant with FCA regulations and internal standards
\n
• Supporting and mentoring junior paraplanners where required
\n
• Liaising with advisers, administrators, and providers to ensure smooth case progression
\n

Skills and experience required:

\n
• Proven experience in a senior paraplanning role
\n
• Strong technical knowledge of pensions, investments, and financial planning
\n
• Diploma in Financial Planning (Level 4) essential (or close to completion)
\n
• Excellent report writing and analytical skills
\n
• High attention to detail and strong organizational skills
\n
• Confident communicator with the ability to work collaboratively
\n
• Experience using financial planning software and back-office systems
\n

If you’re interested in finding out more, please apply today!