Paraplanner
Fleet, hybrid
£35,000 - £45,000
Fulltime or Parttime (4x full days or 5x shorter days)
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As a Paraplanner, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long‑term objectives.
Benefits:
- £35,000 - £50,000
- Hybrid
- Pension contribution
- DIS
- Parking
- A supportive and collaborative team culture that values growth and professional development.
- Opportunities to advance towards Chartered status or senior paraplanner roles.
To be considered for this paraplanner position:
- Level 4 Diploma qualified or working towards - CISI/ CII/ LIBF
- Proven paraplanning experience within an advisory or wealth management environment.
- Excellent understanding of financial products - investment, tax planning, and regulatory frameworks.
- Proficient in using financial planning software and CRM systems (IO) - training can be provided
- Junior Paraplanners with the right attitude will be considered -
