Fixed-Term Contract - 6 to 12 Months
Immediate Start Available
Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team?
We’re working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6-12 month fixed-term contract. This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million.
You’ll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice.
? Key Responsibilities:
*Writing suitability reports and financial plans
*Conducting in-depth product and fund research
*Supporting advisers with pensions, investments, protection, and estate planning cases
*Liaising with clients, providers, and internal teams to ensure seamless service delivery
*Ensuring compliance with FCA regulations and internal procedures
�? About You:
*Diploma qualified (Level 4) or close to completion
*At least 2-3 years’ experience in a Paraplanning role
*Strong knowledge of financial planning software, tools, and platforms
*Excellent written communication and attention to detail
*Proactive and self-sufficient with a collaborative approach
�? What’s On Offer:
*Competitive salary: £45,000-£55,000
*Flexible working options (hybrid or remote considered)
*Work alongside a highly respected team with an exceptional reputation
*Immediate start for the right candidate
Interested?
To express interest in this opportunity, please send your CV to Sam at Financial Divisions