Paraplanner (,, United Kingdom)

A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to become part of a supportive and forward-thinking business that invests in its people and encourages long-term career development.As a Paraplanner, you’ll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. You’ll play a key role in preparing detailed suitability reports, conducting research, and ensuring the smooth delivery of advice to clients.What’s on offer:Salary up to £47,000 (dependent on experience)28 days holiday (plus bank holidays)Life assurancePrivate Medical Insurance (PMI)Excellent pension schemeDental coverDiscretionary annual bonusFull exam support towards professional qualificationsHybrid working – 3 days in the office, 2 from homeKey Responsibilities:Produce accurate and compliant suitability reports across a range of advice areasConduct in-depth research and analysis to support financial planning recommendationsLiaise closely with Advisers, clients, and providers to ensure a seamless serviceMaintain up-to-date knowledge of financial products, legislation, and industry best practicesContribute to the ongoing development and improvement of internal processesWhat we’re looking for:Previous experience working as a Paraplanner within a financial planning or wealth management environmentLevel 4 Diploma qualified (or close to completion)Strong technical knowledge across pensions, investments, and protectionExcellent written and verbal communication skillsA collaborative team player with great attention to detailThis is an excellent opportunity with a well-established and respected firm offering long-term progression and a strong package of benefits. If you\’re a Paraplanner looking for your next step in a dynamic and professional environment, we\’d love to hear from you.