Paraplanner

💷 Salary up to £52,000 (DOE) + excellent benefits

We’re working with a growing and highly regarded financial planning firm who are looking to add an experienced Paraplanner to their supportive, collaborative team.

This is a varied and engaging role where you’ll provide high-quality technical and planning support to Financial Planners, helping to deliver clear, compliant and well-structured advice that genuinely meets client needs. You’ll be exposed to a broad range of planning scenarios and have the opportunity to make a real impact on both client outcomes and the wider business.

What we’re looking for:

• Proven experience as a Paraplanner within a financial planning / wealth management firm
• Diploma in Regulated Financial Advice (Level 4) or equivalent
• Strong understanding of the end-to-end advice process across multiple planning areas
• Confident analysing products, solutions and risk to support appropriate recommendations
• Solid knowledge of the regulatory and governance environment
• Highly organised, detail-focused and comfortable managing multiple priorities
• Strong written and verbal communication skills with a client-centric approach
• Excellent numeracy and report-writing capability
• Experience using Xplan or similar financial planning systems

Benefits include:

• Private Medical Insurance
• Life assurance (8x salary)
• Share save scheme
• 25 days’ holiday, with the option to buy or sell additional days

If you’re an experienced Paraplanner looking for a role where quality, development and collaboration really matter, I’d love to have a conversation.

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