Find a job 
Featured Companies 
Featured Universities 
For Companies 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: Competitive salary, hybrid working, early finishes, and generous holiday allowance.
- Other info: Genuine progression opportunities in a dynamic and collaborative environment.
- Why this job: Enjoy a balanced work life while making a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 38500 - 38500 £ 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
Desirable
- Experience using cash flow modelling software
- Experience working in a centralised or technical paraplanning team
The Company
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
- 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
Location
This Paraplanner job is based from either Market Harborough or Birmingham, 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 Market Harborough employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Market Harborough
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals 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 potential employers, make sure to highlight your technical knowledge and experience. Talk about your cash flow modelling skills and how you've supported Financial Planners in the past. We want to see your passion for paraplanning shine through!
✨Prepare for the Interview
Do your homework before the interview! Research the company, understand their values, and think about how you can contribute to their supportive culture. We recommend preparing some questions to ask them too – it shows you’re genuinely interested in the role and the team.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Paraplanner position!
We think you need these skills to ace Paraplanner in Market Harborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your proven experience as a Paraplanner and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of your technical knowledge in pensions and investments, and how you’ve contributed to a team in the past.
Showcase Your Technical Skills: Since this role involves detailed research and cash flow modelling, mention any experience you have with these tasks. If you've used cash flow modelling software, be sure to include that too!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about your application status.
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and investments. Be ready to discuss specific examples from your experience as a Paraplanner that showcase your expertise in cash flow modelling and suitability report writing.
✨Showcase Your Team Spirit
Since this role involves working collaboratively across a centralised paraplanning function, highlight your ability to work well in a team. Share instances where you've supported Financial Planners or contributed to a team project, emphasising your communication skills and adaptability.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training support, and progression opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals and values.
✨Demonstrate Your Commitment to Growth
Express your enthusiasm for continuous learning and development in financial planning. Mention any relevant courses or certifications you're pursuing, and how you plan to stay updated on industry trends, which is crucial for a Paraplanner looking to advance.