Junior Paraplanner

About the role

An established independent financial planning firm is looking for a Junior Paraplanner to join its advisory team. This hybrid role offers the chance to develop technical paraplanning skills while supporting senior advisers in delivering high‑quality, compliant financial advice.

Key responsibilities

• Prepare suitability reports, cash‑flow models and technical research to support Financial Planners.
• Conduct detailed research on pensions, investments and protection solutions.
• Ensure all documentation meets FCA regulatory requirements and internal compliance standards.
• Liaise closely with advisers to deliver accurate and timely client recommendations.
• Support continuous improvement of paraplanning processes and workflows.
• Assist with more complex cases as experience develops, acting as technical support to advisers.

Required profile

• Previous experience in an IFA, wealth management or financial services business.
• Progress towards financial planning qualifications, ideally Level 4 Diploma in Financial Planning.
• Experience working with pensions, investments and protection products.
• High level of accuracy and attention to detail.
• Strong written and verbal communication skills.

Required skills

What we offer

• Opportunity to join a stable, growing and well‑regarded financial planning firm.