Paraplanner – Financial Planning

About the role

We are a small, independent IFA firm looking for a qualified Paraplanner to join our Stockstock team. You will work closely with three planners, supporting them with cash‑flow modelling, report writing and post‑meeting summaries.

Key responsibilities

• Prepare cash‑flow models and financial reports for client meetings.
• Draft post‑meeting summaries and recommendations.
• Assist with capital gains tax calculations, investment bond encashments and tapered annual allowance planning.
• Collaborate with planners to improve processes and client outcomes.

Required profile

• Level 4 Paraplanner qualification (or equivalent).
• Experience with cash‑flow modelling, preferably using Voyant.
• Strong understanding of capital gains tax, investment bonds and tapered annual allowance.
• Excellent interpersonal skills and a client‑first mindset.

Required skills

• Voyant software
• Cash‑flow modelling
• Capital gains tax knowledge
• Investment bond encashment handling
• Tapered annual allowance calculations

What we offer

• Competitive salary up to £45,000 per year.
• Profit‑share bonus scheme.
• Life assurance and income protection.
• 25 days holiday plus extra days over Christmas.
• Supportive, collaborative office environment.