Paraplanner

Are you a detail-oriented, client-focused Paraplanner ready to take the next step in your career? We’re looking for a skilled Paraplanner to join a thriving financial services team of a regional Chartered financial planning firm.

Your Day-to-Day:

• Translate adviser meeting notes into effective financial strategies

• Research and analyse data to create tailored solutions

• Draft comprehensive Suitability Reports and supporting documents

• Collaborate with technical and compliance leads for best-practice guidance

• Maintain high standards of accuracy, compliance, and client service

• Support case loading, system processes, and team collaboration

What You’ll Need:

• Level 4 Diploma in Financial Services (working towards Level 6 is a plus)

• Knowledge of financial products and up-to-date with FCA regulations

• Excellent attention to detail and analytical skills

• Strong time management, organisation, and communication abilities

• Confident using financial planning software and tools

Who You Are:

• You take ownership of your work and aim for excellence

• You’re supportive, proactive, and thrive in a team setting

• Calm under pressure and logical in problem-solving

• Eager to grow and contribute to a collaborative, professional environment

Location: Devon or Somerset with 3 days a week in a local office.

A dynamic opportunity with a close-knit, growth-oriented financial planning firm, open to offering progression into Advice for the right person.