Junior / Step-Up Paraplanner A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role.
This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression.
Saalry Up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home
The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will:
* Support the preparation of suitability and recommendation reports

* Assist with research across pensions, investments, and protection products

* Help analyse client circumstances, objectives, and risk profiles

* Carry out cashflow modelling and basic technical analysis

* Maintain accurate client records and documentation on back-office systems

* Develop the confidence to support and challenge adviser recommendations as experience grows

About You * GCSEs (or equivalent) including English and Maths

* Currently studying towards the Diploma in Financial Planning (Level 4)

* Experience in an IFA or Wealth Management environment

* Some experience producing client-facing reports or suitability letters

* Strong attention to detail and a genuine interest in financial planning

* Motivated, curious, and keen to progress into a full Paraplanner role

Why Apply * A clear development pathway into a Paraplanner position

* Structured training and technical mentoring

* Hybrid / agile working model

* Generous holiday allowance with holiday trading

* Employer pension contributions and flexible benefits package