Paraplanner – Up to £45,000 + Bonus
Location: UK (Hybrid – 2–3 office days)
Hours: 37.5 per week
A leading independent financial planning firm is looking for an experienced Paraplanner to support advisers with high-quality research, analysis, and suitability reports. This is a great opportunity to join a growing business offering strong career progression and full exam support.
Key Responsibilities
*Produce compliant suitability reports
*Conduct research across pensions, investments, protection & estate planning
*Support advisers with analysis and cashflow modelling
*Maintain accurate client records
*Liaise with advisers to ensure recommendations meet client needs
Requirements
*Level 4 Diploma in Financial Planning
*Experience in an IFA/Wealth Management environment
*Strong technical knowledge across core financial planning areas
*Excellent communication, organisation, and attention to detail
*Experience with systems such as IO, FE Analytics, or similar (desirable)
Salary & Benefits
*Up to £45,000 + discretionary annual bonus
*Hybrid working (2–3 days in office)
*26 days holiday + bank holidays + your birthday off
*5% flexible benefits allowance (buy extra holiday, medical, dental, life cover etc.)
*Aegon pension (auto-enrolment)
*3-month probation
*2-month notice period
*Extra Christmas leave at company discretion
*Employee Benefit Trust membership (share of future private equity exit)
*Full exam support — funded exams, materials, study day, and salary increases for AF passes
Please apply below and one of our consultants will reach out to you.