Paraplanner – Financial Planning Role

About the role

Join a respected national financial planning firm as a Paraplanner, providing high‑quality technical support to advisers and contributing to holistic client solutions. This position offers a flexible, hybrid working model and a collaborative culture that values professional development.

Key responsibilities

• Produce detailed suitability reports for a range of complex financial planning cases.
• Conduct comprehensive research to support adviser recommendations.
• Collaborate closely with financial advisers and cross‑functional teams to shape advice.
• Maintain and develop technical expertise in financial planning processes.
• Help deliver outstanding outcomes for clients while ensuring compliance.

Required profile

• Experienced Paraplanner with a strong technical background.
• Ability to work independently and as part of a team.
• Commitment to delivering high‑quality client outcomes.
• Desire for a flexible work‑life balance.

Required skills

What we offer

• Competitive salary £40,000‑£50,000 per year.
• Up to 10% discretionary annual bonus.
• Company share options, private pension and comprehensive insurance.
• 25 days annual leave plus birthday off, increasing with service.
• Fully funded professional qualifications and paid study leave.
• Hybrid working (2 days office, flexible start/finish).
• Electric vehicle salary sacrifice and Cycle‑to‑Work schemes.