Full job descriptionParaplanner
Salary: £40,000+ (Negotiable depending on experience)
Hours: Monday to Friday, 9:00am to 5:00pm
Location: Hybrid working available
The Opportunity
An exciting opportunity has arisen for an experienced Paraplanner to join a growing and forward-thinking independent financial planning firm. Working within a small, collaborative paraplanning team and reporting to the Team Leader, you will play a key role in supporting advisers and delivering high-quality client outcomes.
This position would suit a Paraplanner with experience across investments, pensions and protection who is looking to continue developing within a supportive and modern financial planning environment.
Key Responsibilities
*Prepare suitability reports and recommendations
*Research investment, pension and protection solutions
*Write and process new business, top-ups and replacement business cases
*Support advisers throughout the client journey
*Liaise with providers and internal stakeholders
*Ensure client documentation and records are accurate and compliant
*Assist in delivering a high standard of client service
About You
To be considered, you will ideally have:
*A minimum of 12 months’ paraplanning experience within financial planning or wealth management
*Experience writing investment and pension new business cases
*Knowledge of pensions, investments and protection products
*Level 4 Diploma qualified or currently working towards this
*Strong report writing and research skills
*Excellent attention to detail and organisational abilities
*A proactive and team-focused approach
Benefits
*Fully funded professional qualifications and study materials
*Employer pension contribution of 4%
*Birthday leave each year
*Team lunch during your birthday week
*On-site parking scheme
*Regular company social events, including summer and Christmas celebrations
*Hybrid working arrangements
*Ongoing professional development and career progression opportunities
About the Business
Our client is a modern and ambitious independent financial planning firm committed to delivering high-quality, client-focused advice. Providing guidance across investments, pensions, retirement planning, protection, estate planning and intergenerational wealth planning, the business combines innovative technology with a highly personal service.
The firm has invested significantly in creating an efficient and forward-thinking environment where employees are encouraged to develop professionally, contribute ideas and build long-term careers. With a collaborative culture, supportive leadership team and strong growth plans, this is an excellent opportunity for a Paraplanner looking to join a business where they can genuinely make an impact.
If you are an ambitious Paraplanner seeking a supportive environment, professional development and long-term career progression, we’d love to hear from you.