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- Tasks: Support Financial Advisers with technical planning and compliance while contributing to exciting projects.
- Company: Progressive financial planning firm known for its collaborative culture and open communication.
- Benefits: Competitive salary, annual bonus, exam support, flexible working, and personal mentoring.
- Why this job: Join a supportive team where your voice matters and career growth is encouraged.
- Qualifications: Diploma in Financial Planning or nearing completion, with 3 years’ IFA experience.
- Other info: Enjoy a flat hierarchy and a social, team-oriented environment.
The predicted salary is between 30000 - 43000 ÂŁ per year.
An opportunity awaits an experienced Paraplanner to join a progressive, people‑focused financial planning firm in Norwich. This business has built a strong reputation for its collaborative culture, emphasis on development, and open communication style, creating an environment where paraplanners truly have a voice.
Working closely with a Financial Services Manager and a team of skilled Advisers and Paraplanners, you’ll play a pivotal role in supporting technical planning, ensuring compliance, and contributing to exciting development projects.
The opportunity
You’ll join a well‑structured team where knowledge sharing, collaboration, and professional growth are key priorities. The structure typically follows a 1 adviser : 1 paraplanner : admin support model, allowing for manageable workloads and meaningful partnerships. Depending on your aspirations, you can develop into a career paraplanner or work towards becoming an Adviser, with clear and supportive pathways for both.
The package
- Salary range up to ÂŁ43, (DOE + qualifications)
- Company bonus paid annually
- Exam support: full funding with post‑qualification bonus and retention plan
- Flexible working: office‑based for the first 6 months, then up to 2 days WFH (subject to approval)
- Career development, genuine progression opportunities and personal mentoring
- Culture - flat hierarchy, open communication, and social, team‑oriented environment
- Parking available at separate sites
How to apply
To hear more details about this fantastic opportunity, please email your CV to Ruth Harding – Business Director at rthirteen recruitment. If you don’t hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.
The Day to Day
You’ll provide high‑quality technical support to Financial Advisers, ensuring advice is compliant, accurate, and client‑focused. Your day‑to‑day will include:
- Conducting detailed research and analysis to support recommendations.
- Preparing suitability reports and annual reviews.
- Building and maintaining strong relationships with advisers and admin teams.
- Contributing to internal projects.
You Will Have / Be
- Diploma in Financial Planning (DipPFS) or be close to completion (1–2 units remaining)
- Minimum 3 years’ experience within an IFA environment
- Strong technical knowledge and report writing skills
- Confident, approachable, and a strong communicator, someone who thrives in a collaborative, social, and fast‑paced office.
Paraplanner in Norwich employer: Rthirteen
Contact Detail:
Rthirteen Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Norwich
✨Network Like a Pro
Get out there and connect with people in the financial services industry! Attend local events, join online forums, or even hit up LinkedIn. The more connections you make, the better your chances of landing that Paraplanner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of your technical knowledge and report writing skills. Let them know how you can contribute to their team and support their advisers.
✨Ask Questions
During interviews or networking chats, ask insightful questions about the company culture and development opportunities. This shows you're genuinely interested and helps you figure out if it’s the right fit for you.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only streamlines the process but also gives you a better chance to stand out in the crowd.
We think you need these skills to ace Paraplanner in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your technical knowledge and report writing skills, as these are key for us in this position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial planning and how you can contribute to our collaborative culture. Be genuine and let your personality come through.
Showcase Your Experience: When detailing your experience, focus on your time in an IFA environment. We want to see how you've supported advisers and contributed to client outcomes, so be specific about your achievements.
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’re considered for this fantastic opportunity with our team!
How to prepare for a job interview at Rthirteen
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be prepared to discuss your experience with compliance and report writing, as these are crucial for the Paraplanner role. Familiarise yourself with the latest industry trends and regulations to show you're on top of your game.
✨Showcase Your Collaborative Spirit
Since this firm values teamwork and open communication, be ready to share examples of how you've successfully worked in a team. Highlight any experiences where you’ve contributed to projects or supported advisers, as this will demonstrate that you fit well within their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company’s approach to professional development and the support they offer for career progression. This shows that you’re genuinely interested in growing with the firm and that you value their commitment to mentoring and development.
✨Be Yourself
The firm prides itself on a flat hierarchy and a social environment, so don’t be afraid to let your personality shine through. Be approachable and confident in your communication, as they’re looking for someone who can build strong relationships with both advisers and clients.
