Paraplanner – Up to £50,000 | Full-time | Hybrid Working (2 Days in Office)
Are you an experienced Paraplanner seeking a fresh opportunity where your technical expertise is truly valued? Join a growing, award-winning financial planning firm that’s passionate about helping clients build better relationships with their wealth.
As part of an expanding Advice Delivery team, this role offers the chance to work alongside talented professionals, supporting advisers and clients with high-quality technical input.
What You’ll Be Doing
You’ll play a key role in delivering expert support across a range of financial planning activities, including:
*Analysing client information and existing investments or policies
*Performing tax calculations and constructing tailored financial solutions
*Producing detailed suitability reports for cases of varying complexity
*Running cashflow models to support client planning
*Acting as a point of contact for technical queries from advisers and support staff
*Communicating with clients regarding research and report timelines
*Attending client meetings where appropriate
*Supporting the training and development of junior team members
*Contributing to projects aimed at improving systems and processes
What We’re Looking For
We’re seeking a confident, detail-oriented professional who is passionate about delivering excellent client outcomes.
The ideal candidate will:
*Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus)
*Have at least 3 years’ experience in a paraplanning role
*Demonstrate strong technical knowledge across a broad range of financial products
*Be comfortable working with high-net-worth clients and professional connections
*Possess excellent written and verbal communication skills
*Be highly organised and able to manage a busy workload
*Be a collaborative team player
*Have strong IT skills
Working Arrangements
This role is based in the Whiteley area, with hybrid working available. You’ll be expected to spend at least two days a week in the office, with flexibility around the remaining days. Alternative working patterns can be discussed. Flexibility is key.
What You’ll Get in Return
*Competitive salary up to £50,000 per annum (depending on experience)
*Performance-related quarterly bonus scheme
*25 days’ holiday (plus bank holidays)
*Life assurance and income protection
*Pension scheme
*Access to a flexible benefits platform
You’ll also be part of a business that’s committed to your growth and development. It’s a place where hard work is balanced with fun, and where collaboration and support are at the heart of everything.