At a Glance
- Tasks: Support Financial Planners with research, cash flow modelling, and report writing.
- Company: Join a growing financial planning firm known for its supportive culture.
- Benefits: Salary up to £48,000, hybrid working, early finishes, and 28 days holiday.
- Other info: Genuine progression opportunities in a collaborative team environment.
- Why this job: Enjoy a balanced work life while developing your financial planning expertise.
- Qualifications: Experience as a Paraplanner and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 35000 - 42000 £ per year.
If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing.
As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations.
This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time.
Paraplanner Requirements- Proven experience working as a Paraplanner within financial planning or wealth management
- Level 4 Diploma in Regulated Financial Planning
- Strong technical knowledge across pensions and investments
- Experience using cash flow modelling software
- Experience working in a centralised or technical paraplanning team
You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture.
Paraplanner Benefits- Salary £35,000 to £42,000 depending on experience
- Salary of up to £48,000 available for candidates who are Chartered or close to achieving Chartered status
- Hybrid working with only one day per week in the office
- Early finish every Friday
- 28 days holiday plus bank holidays and birthday off
- Employer pension contribution and life cover
- Health and wellbeing benefits and structured training support
This Paraplanner job is based from either Market Harborough, Birmingham, Barnstaple or Newcastle with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence.
Paraplanner in Barnstaple employer: Premier Jobs UK Limited
As a Remote Mortgage Advisor with our client, you will benefit from a robust support system that prioritises your success through tailored marketing tools and campaigns designed specifically for your local area. The company fosters a collaborative work culture that encourages personal growth and mastery of self-generated leads, ensuring that you have the resources and opportunities to thrive in your career while enjoying the flexibility of remote work.
