At a Glance
- Tasks: Support advisers on diverse client cases in pensions, investments, and wealth planning.
- Company: A modern financial planning business focused on growth and employee development.
- Benefits: Up to £42,000 salary, 28 days holiday, flexible hours, and early finishes on Fridays.
- Other info: Enjoy regular company events, social activities, and charity involvement.
- Why this job: Join a people-focused culture with clear progression opportunities and a collaborative team environment.
- Qualifications: Experience as a Paraplanner and ideally Level 4 Diploma qualified or working towards it.
The predicted salary is between 42000 - 42000 € per year.
If you’re a Paraplanner looking for a more modern financial planning business, where your technical input is valued, and your career can keep moving, this is worth a look. This role is with a growing financial planning business that is investing in its people, improving how it works and creating genuine opportunities to develop as it expands. With recent acquisitions already completed and further growth planned, that growth is opening up routes into a senior paraplanner, management, or financial planning.
Why this role stands out:
- Hybrid working, once trained, usually just one day per week in the office.
- A 2:15pm finish every Friday, plus flexitime around core hours.
- Clear examples of progression into Financial Planning roles, if progression is important to you.
- A people-focused culture, with approachable senior leaders, regular feedback and company events.
- 28 days holiday + bank holidays, and your birthday off. 37 days in total.
You’ll join the paraplanning team, supporting advisers across a range of private client cases, including pensions, investments and wealth planning. The team works on a pooled support model, so you’ll support different advisers and client scenarios rather than being tied to one individual adviser.
What you’ll need:
- Experience as a Paraplanner within financial planning, wealth management or a similar advice environment.
- Ideally, Level 4 Diploma qualified, or working towards it with a strong technical grounding.
- A good understanding of pensions, investments and tax‑efficient planning, with clear and accurate report writing skills.
- A collaborative, proactive approach, strong attention to detail and a keenness to keep developing your technical knowledge.
What’s on offer:
- Salary up to around £42,000, depending on experience. (perhaps a little more for the right candidate)
- Working hours of 8:45am–5:15pm Monday to Thursday.
- Early finish every Friday at 2:15pm.
- Flexitime, with start times between 7:30am and 10:30am where possible.
- 4x salary death‑in‑service cover.
- Income protection for up to five years.
- Regular company events, social activities and charity involvement.
Paraplanner employer: Logic Resourcing
Join a forward-thinking financial planning business that prioritises your professional growth and values your technical expertise. With a supportive, people-focused culture, flexible working arrangements, and clear pathways for career advancement, this role as a Paraplanner offers an exceptional opportunity to thrive in a dynamic environment. Enjoy generous benefits including 28 days holiday plus bank holidays, early finishes on Fridays, and a collaborative team atmosphere that fosters continuous development.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your technical skills and experience as a Paraplanner. We want to see how you can add value to the team, so share specific examples of your work with pensions, investments, and tax-efficient planning.
✨Be Ready for a Chat
Prepare for informal chats or interviews by brushing up on common questions and scenarios you might face. We recommend practising your responses to showcase your collaborative approach and attention to detail. Remember, confidence is key!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Paraplanner role! We’re always on the lookout for passionate individuals who want to grow with us, so make sure your application stands out and reflects your enthusiasm for the position.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Your Technical Skills:Make sure to highlight your experience as a Paraplanner and any relevant qualifications, like your Level 4 Diploma. We want to see how your technical input can add value to our team!
Tailor Your Application:Don’t just send a generic CV! Tailor your application to reflect the specific skills and experiences that match our job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Personable:We’re all about a people-focused culture, so let your personality shine through in your application. Share a bit about your collaborative approach and how you enjoy working with others to support advisers and clients.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Logic Resourcing
✨Know Your Stuff
Make sure you brush up on your technical knowledge about pensions, investments, and tax-efficient planning. Being able to discuss these topics confidently will show that you're not just a Paraplanner, but a knowledgeable one who can add real value.
✨Show Your Collaborative Side
Since the role involves supporting different advisers, highlight your experience working in a team environment. Share examples of how you've collaborated with others to achieve common goals, as this will resonate well with their people-focused culture.
✨Ask Smart Questions
Prepare thoughtful questions about the company's growth plans and opportunities for progression. This shows that you're genuinely interested in the role and eager to develop your career within their expanding business.
✨Be Yourself
The company values a people-focused culture, so don’t be afraid to let your personality shine through. Be authentic in your responses and share your passion for financial planning; it’ll help you connect with the interviewers on a personal level.
