Paraplanner

Step into a pivotal paraplanning role within a growing financial services operation

The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration.

Salary up to £50,000 + hybrid working 3 days in the office and 2 from home.

• Accelerated professional growth with exposure to complex cases and regulatory standards


• Greater independence in workload management, backed by a supportive team


• Structured development with access to training, mentoring, and career coaching


• Flexible working arrangements and an inclusive, energetic culture

• Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation


• Collaborate with advisers to tailor recommendations and draft client-ready reports


• Maintain accurate client records, ensure regulatory compliance, and support annual reviews


• Contribute to process improvements to streamline case management and documentation


• Assist with project work and ad-hoc analysis as required by the team

• A proven track record in financial planning support, within paraplanning


• Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material


• Proactive, collaborative, and adaptable with a genuine interest in learning and growth


• Excellent communication and teamwork capabilities

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