Are you an experienced financial services professional looking for your next opportunity? We’re looking for a motivated and technically capable Paraplanner to join our team!
This is a fantastic opportunity to work closely with our Partners and Advisers, supporting the delivery of high-quality financial advice and excellent client outcomes.
The role offers plenty of variety, covering suitability reports, financial calculations, cashflow modelling, new business and ongoing client reviews. You’ll play an important role in supporting our advisers, managing cases and ensuring everything runs smoothly from start to finish.
What's on offer?
- Starting salary of up to £40,000, depending on experience
- 32.5 hours per week – our full-time working week
- Hybrid working – two days in the office each week, including Tuesdays, with flexibility to work from home or the office on the remaining three days
- Start date: January 2027
What are we looking for?
We’re keen to hear from someone with experience in an FCA-regulated financial services environment, a good understanding of the financial advice process and a strong eye for detail.
You’ll be organised, proactive and confident managing competing priorities, with a genuine commitment to delivering high-quality work and excellent client service.
A CII Diploma in Regulated Financial Planning and/or an SJP Diploma Qualified Paraplanner qualification would be advantageous.
You’ll be part of a supportive team, with the opportunity to develop your technical expertise, work closely with experienced advisers and build your knowledge across a broad range of financial planning activities.
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Contact Details:
Adamson Ross Wealth Management Recruitment Team
