Paraplanner – 1 day in the office

An exciting opportunity has arisen for an experienced Paraplanner to join one of the UK’s leading Financial Planning and Wealth Management firms.

This role offers excellent flexibility, with just 1 day per week required in the office, alongside the opportunity to work closely with a team of highly successful Financial Planners. You’ll play a key role in delivering high-quality advice to a well-established and growing client base.

This is a highly collaborative position where you will be a valued member of the team, with regular client interaction and genuine involvement in the advice process.

Key Responsibilities:

• Supporting Financial Planners in the preparation of suitability reports and recommendations


• Conducting detailed research and analysis across a wide range of financial planning solutions


• Assisting in the development of client strategies and financial plans


• Liaising with clients and providers to ensure a smooth and efficient process


• Ensuring all work is completed in line with regulatory requirements

Requirements:

• Level 4 Diploma qualified (essential)


• Proven experience in a Paraplanner role


• Strong technical knowledge across pensions, investments, and protection


• Excellent attention to detail and report writing skills


• Strong communication skills with a proactive, team-oriented approach

What’s on Offer:

• Competitive basic salary up to £47,000


• Discretionary bonus


• Comprehensive benefits package


• Hybrid working (1 day per week in the office)


• The opportunity to join a market-leading firm with excellent career development prospects

This is a fantastic opportunity for a motivated Paraplanner looking to take the next step in their career within a highly respected and supportive environment.

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