At a Glance
- Tasks: Produce high-quality paraplanning work and support advisers with clients.
- Company: Join Broadstone, a thriving consultancy with a commitment to diversity and inclusion.
- Benefits: Enjoy a competitive salary, generous holiday, and health cash plan.
- Other info: Flexible home-based role with social events and volunteering opportunities.
- Why this job: Kickstart your career in financial planning with real client impact and growth opportunities.
- Qualifications: Experience in paraplanning and a Level 4 qualification in financial planning.
The predicted salary is between 30000 - 40000 £ per year.
Broadstone has an exciting opportunity for a Paraplanner/Trainee Financial Adviser to join their team. Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown to a workforce of around 850. Broadstone is committed to building an inclusive working environment, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments. We operate out of 13 regional hubs stretching from London to Glasgow.
Key Responsibilities
- Producing high‑quality paraplanning work, including research, analysis, technical summaries, recommendation rationale and suitability documentation.
- Supporting advisers and clients across pensions, retirement planning, investments, tax‑efficient planning, estate planning and protection.
- Using the financial planning system (Dynamic Planner) to support the advice process, including risk profiling, cashflow modelling, client reviews and planning outputs.
- Gradually building and managing own client bank, aligned to experience, business need and internal advice processes.
Your Skills & Experience
- Previous experience as a Paraplanner, including the preparation of suitability reports, technical research, recommendation rationale and advice files.
- Level 4 qualification in regulated financial planning, or clear progress toward this qualification.
- Strong knowledge in pensions, investment planning, risk profiling, asset allocation, tax‑efficient savings and protection planning.
- Confident in communicating with others, both written and verbally.
Employee Benefits
- Competitive salary
- 25 days holiday plus bank holidays (with option of buying more)
- Group Life Assurance
- Income Protection
- Generous pension scheme
- Health cash plan
- Additional optional benefits to best suit your lifestyle
- Social events
- Volunteering opportunities
Paraplanner/Trainee Financial Adviser employer: Broadstone
Broadstone is an excellent employer that prioritises employee development and offers a supportive work culture, making it an ideal place for aspiring financial professionals. With the opportunity to work remotely, you can enjoy a flexible work-life balance while receiving comprehensive training towards your Level 4 qualification and gaining hands-on experience in various financial planning activities. Join us to build your own client bank and thrive in a dynamic environment that values growth and innovation.
